+205.9%
COHR vs DOCS
-65.3%
+271.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.5% |
| 7D | +13.0% | -8.1% | +21.1% | +12.8% |
| 30D | -6.7% | -5.6% | -1.0% | -6.8% |
| 3M | -14.7% | +18.3% | -33.0% | -14.6% |
| 6M | +20.3% | -5.1% | +25.4% | +21.1% |
| YTD | +64.4% | -45.4% | +109.8% | +76.4% |
| 1Y | +205.9% | -65.2% | +271.1% | +296.7% |
| All | +205.9% | -65.3% | +271.2% | +296.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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