+28.8%
COHR vs DOCS
-40.0%
+68.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.3% | -4.8% |
| 7D | +3.5% | -0.6% | +4.0% | +3.5% |
| 30D | -31.3% | +6.3% | -37.6% | -30.9% |
| 3M | -34.0% | +26.5% | -60.5% | -32.6% |
| 6M | -36.0% | +24.8% | -60.8% | -34.7% |
| YTD | +16.3% | -26.8% | +43.1% | +21.1% |
| 1Y | +28.8% | -38.3% | +67.0% | +38.5% |
| All | +28.8% | -40.0% | +68.7% | +38.5% |
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