+1,298.9%
COHR vs DHI
+414.5%
+884.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +3.5% |
| 7D | +8.3% | -3.4% | +11.7% | +9.8% |
| 30D | -14.1% | -5.4% | -8.7% | -12.6% |
| 3M | -16.0% | -10.4% | -5.6% | -12.9% |
| 6M | +21.5% | -2.8% | +24.2% | +21.2% |
| YTD | +65.4% | -3.4% | +68.9% | +63.4% |
| 1Y | +195.0% | -22.9% | +217.9% | +217.3% |
| 3Y | +830.2% | +20.7% | +809.5% | +666.7% |
| 5Y | +397.1% | +62.1% | +335.0% | +250.2% |
| All | +1,298.9% | +414.5% | +884.3% | +403.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling