+194.8%
COHR vs DIA
+19.6%
+175.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +7.7% |
| 7D | +1.0% | -0.2% | +1.1% | +1.2% |
| 30D | -14.1% | -1.5% | -12.6% | -11.5% |
| 3M | -33.2% | +3.8% | -37.0% | -37.8% |
| 6M | +2.5% | +10.3% | -7.7% | -15.2% |
| YTD | +52.7% | +12.1% | +40.6% | +21.7% |
| 1Y | +194.8% | +18.6% | +176.1% | +121.7% |
| All | +194.8% | +19.6% | +175.2% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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