+830.2%
COHR vs BBWI
-45.3%
+875.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.4% | -2.3% | +2.5% |
| 7D | +8.3% | -4.8% | +13.2% | +9.6% |
| 30D | -14.1% | +3.5% | -17.6% | -15.8% |
| 3M | -16.0% | -0.3% | -15.7% | -17.5% |
| 6M | +21.5% | -5.4% | +26.8% | +20.0% |
| YTD | +65.4% | -4.7% | +70.2% | +61.1% |
| 1Y | +195.0% | -30.5% | +225.5% | +217.0% |
| 3Y | +830.2% | -44.3% | +874.5% | +891.1% |
| All | +830.2% | -45.3% | +875.5% | +891.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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