-46.6%
COIN vs HUBB
+173.1%
-219.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +0.2% |
| 7D | -5.1% | -0.1% | -5.0% | -5.0% |
| 30D | +17.6% | -10.0% | +27.6% | +28.3% |
| 3M | +9.2% | -1.6% | +10.8% | +7.5% |
| 6M | -11.8% | -3.1% | -8.7% | -14.6% |
| YTD | -22.5% | +4.6% | -27.1% | -30.6% |
| 1Y | -45.9% | +3.3% | -49.2% | -51.2% |
| 3Y | +117.4% | +46.6% | +70.8% | +47.4% |
| 5Y | -29.4% | +158.7% | -188.1% | -72.4% |
| All | -46.6% | +173.1% | -219.7% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 all: compounded portfolio wealth divided by compounded HUBB 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…
all analysis · Full analysis span regression · 6 months rolling