+116.7%
COIN vs HTZ
-87.2%
+203.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.3% | +2.9% | -1.7% |
| 7D | -0.1% | -10.4% | +10.3% | +1.3% |
| 30D | +17.5% | -2.4% | +19.9% | +17.0% |
| 3M | +12.4% | -60.9% | +73.2% | +23.4% |
| 6M | -12.5% | -50.2% | +37.7% | -7.8% |
| YTD | -22.7% | -59.7% | +37.0% | -16.4% |
| 1Y | -45.2% | -66.0% | +20.8% | -40.1% |
| All | +116.7% | -87.2% | +203.9% | +251.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling