+575.6%
COHR vs DOCS
+55.4%
+520.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.8% | +1.1% | +15.7% | +16.7% |
| 7D | +12.6% | 0.0% | +12.6% | +12.6% |
| 30D | -28.0% | +7.8% | -35.7% | -28.6% |
| 3M | -40.6% | +20.0% | -60.6% | -42.2% |
| 6M | -32.8% | +26.5% | -59.4% | -36.1% |
| YTD | +22.0% | -25.8% | +47.8% | +27.7% |
| 1Y | +45.7% | -39.5% | +85.2% | +59.0% |
| 3Y | +575.6% | +60.3% | +515.3% | +541.9% |
| All | +575.6% | +55.4% | +520.2% | +541.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling