+830.2%
COHR vs BITO
+149.6%
+680.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +8.3% | -3.4% | +11.8% | +9.7% |
| 30D | -14.1% | +21.4% | -35.5% | -20.7% |
| 3M | -16.0% | +20.5% | -36.5% | -22.0% |
| 6M | +21.5% | +7.4% | +14.1% | +17.6% |
| YTD | +65.4% | -13.9% | +79.3% | +70.8% |
| 1Y | +195.0% | -35.1% | +230.1% | +234.2% |
| 3Y | +830.2% | +156.8% | +673.3% | +757.4% |
| All | +830.2% | +149.6% | +680.5% | +757.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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