+830.2%
COHR vs BUD
+44.9%
+785.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +4.1% |
| 7D | +8.3% | -2.6% | +11.0% | +8.5% |
| 30D | -14.1% | -1.2% | -12.9% | -14.1% |
| 3M | -16.0% | -4.9% | -11.1% | -15.9% |
| 6M | +21.5% | +9.3% | +12.2% | +18.7% |
| YTD | +65.4% | +24.0% | +41.5% | +57.9% |
| 1Y | +195.0% | +34.5% | +160.5% | +176.7% |
| 3Y | +830.2% | +43.7% | +786.5% | +669.0% |
| All | +830.2% | +44.9% | +785.2% | +669.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling