+194.8%
COHR vs FIS
-37.2%
+232.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.5% | +5.9% |
| 7D | +1.0% | +1.1% | -0.1% | +1.8% |
| 30D | -14.1% | -2.2% | -11.9% | -14.8% |
| 3M | -33.2% | +2.1% | -35.3% | -30.1% |
| 6M | +2.5% | -14.7% | +17.2% | +2.7% |
| YTD | +52.7% | -35.7% | +88.4% | +46.7% |
| 1Y | +194.8% | -37.1% | +231.8% | +186.5% |
| All | +194.8% | -37.2% | +232.0% | +186.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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