+420.4%
COHR vs BITO
-8.3%
+428.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +8.3% | -3.4% | +11.8% | +9.5% |
| 30D | -14.1% | +21.4% | -35.5% | -19.5% |
| 3M | -16.0% | +20.5% | -36.5% | -20.9% |
| 6M | +21.5% | +7.4% | +14.1% | +18.4% |
| YTD | +65.4% | -13.9% | +79.3% | +70.5% |
| 1Y | +195.0% | -35.1% | +230.1% | +228.5% |
| 3Y | +830.2% | +156.8% | +673.3% | +630.7% |
| All | +420.4% | -8.3% | +428.7% | +367.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling