-39.8%
COIN vs HUM
+31.0%
-70.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -4.0% |
| 7D | +3.4% | +4.2% | -0.8% | +2.8% |
| 30D | +23.2% | +10.4% | +12.8% | +21.4% |
| 3M | +12.5% | +15.1% | -2.6% | +10.4% |
| 6M | -11.6% | +120.9% | -132.5% | -23.0% |
| YTD | -18.4% | +57.9% | -76.3% | -26.4% |
| 1Y | -39.8% | +30.6% | -70.4% | -46.6% |
| All | -39.8% | +31.0% | -70.8% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling