+51.6%
COHR vs GEN
+20.2%
+31.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +4.0% | -9.9% | -4.9% |
| 7D | -18.6% | +26.9% | -45.4% | -13.1% |
| 30D | -41.5% | +38.6% | -80.2% | -36.1% |
| 3M | -39.7% | +9.7% | -49.5% | -38.1% |
| 6M | -40.9% | +58.9% | -99.8% | -35.4% |
| YTD | +5.7% | +15.3% | -9.6% | +2.6% |
| 1Y | +51.6% | +21.8% | +29.8% | +53.5% |
| All | +51.6% | +20.2% | +31.4% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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