+64,642.4%
COHR vs HAS
+3,456.2%
+61,186.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | +13.0% | -4.8% | +17.8% | +14.6% |
| 30D | -6.7% | -5.1% | -1.5% | -5.4% |
| 3M | -14.7% | +6.4% | -21.1% | -16.9% |
| 6M | +20.3% | -5.6% | +25.9% | +20.9% |
| YTD | +64.4% | +11.0% | +53.5% | +56.4% |
| 1Y | +205.9% | +16.8% | +189.1% | +186.5% |
| 3Y | +814.1% | +44.0% | +770.1% | +695.9% |
| 5Y | +387.4% | +11.0% | +376.4% | +356.3% |
| 10Y | +1,308.9% | +56.0% | +1,252.9% | +1,049.3% |
| All | +64,642.4% | +3,456.2% | +61,186.2% | +27,124.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 all: compounded portfolio wealth divided by compounded HAS 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…
all analysis · Full analysis span regression · 6 months rolling