-30.7%
COIN vs HTZ
-87.1%
+56.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.9% | -1.9% |
| 7D | +1.2% | -2.5% | +3.7% | +1.7% |
| 30D | +16.5% | -3.7% | +20.2% | +16.0% |
| 3M | +10.4% | -57.0% | +67.4% | +27.0% |
| 6M | -9.3% | -47.0% | +37.7% | -3.1% |
| YTD | -20.9% | -57.5% | +36.6% | -11.1% |
| 1Y | -40.8% | -63.5% | +22.7% | -33.0% |
| 3Y | +118.0% | -86.3% | +204.3% | +235.9% |
| 5Y | -30.7% | -86.8% | +56.1% | +17.8% |
| All | -30.7% | -87.1% | +56.4% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling