+830.2%
COHR vs EQT
+32.0%
+798.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +4.8% |
| 7D | +8.3% | -2.0% | +10.3% | +9.1% |
| 30D | -14.1% | 0.0% | -14.2% | -14.3% |
| 3M | -16.0% | +5.9% | -21.9% | -18.9% |
| 6M | +21.5% | -14.8% | +36.2% | +29.1% |
| YTD | +65.4% | +1.8% | +63.7% | +60.6% |
| 1Y | +195.0% | +7.4% | +187.7% | +177.3% |
| 3Y | +830.2% | +33.6% | +796.5% | +671.6% |
| All | +830.2% | +32.0% | +798.2% | +671.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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