+793.0%
COHR vs DIS
+33.2%
+759.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -4.0% |
| 7D | +10.9% | -1.3% | +12.1% | +11.4% |
| 30D | -10.8% | +2.2% | -13.0% | -12.2% |
| 3M | -17.4% | +8.1% | -25.5% | -21.5% |
| 6M | +12.5% | +5.2% | +7.2% | +7.6% |
| YTD | +58.8% | -6.3% | +65.1% | +60.9% |
| 1Y | +183.3% | -7.3% | +190.6% | +188.4% |
| All | +793.0% | +33.2% | +759.8% | +608.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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