+355.8%
COHR vs DOCS
-73.4%
+429.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -2.8% | +9.4% | +7.2% |
| 7D | +1.0% | -1.4% | +2.4% | +1.2% |
| 30D | -14.1% | +21.8% | -35.9% | -18.4% |
| 3M | -33.2% | +27.3% | -60.5% | -37.6% |
| 6M | +2.5% | -0.3% | +2.9% | -0.7% |
| YTD | +52.7% | -40.5% | +93.2% | +66.1% |
| 1Y | +194.8% | -61.5% | +256.3% | +257.0% |
| 3Y | +650.8% | +8.2% | +642.7% | +556.9% |
| All | +355.8% | -73.4% | +429.2% | +369.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling