+830.2%
COHR vs DOV
+37.0%
+793.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +3.1% |
| 7D | +8.3% | -2.0% | +10.3% | +10.9% |
| 30D | -14.1% | -8.9% | -5.2% | -4.3% |
| 3M | -16.0% | -13.3% | -2.7% | -0.8% |
| 6M | +21.5% | -9.7% | +31.1% | +36.1% |
| YTD | +65.4% | -2.5% | +67.9% | +68.0% |
| 1Y | +195.0% | +7.2% | +187.8% | +165.0% |
| 3Y | +830.2% | +39.4% | +790.7% | +544.8% |
| All | +830.2% | +37.0% | +793.1% | +544.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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