+51.6%
COHR vs BUD
+38.4%
+13.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.1% | -9.1% | -4.1% |
| 7D | -18.6% | +3.3% | -21.9% | -16.6% |
| 30D | -41.5% | +11.8% | -53.4% | -37.8% |
| 3M | -39.7% | -1.1% | -38.6% | -37.3% |
| 6M | -40.9% | +14.9% | -55.7% | -38.5% |
| YTD | +5.7% | +32.6% | -26.9% | +14.6% |
| 1Y | +51.6% | +37.2% | +14.4% | +65.6% |
| All | +51.6% | +38.4% | +13.2% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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