+830.2%
COHR vs HDB
-26.2%
+856.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.9% | -2.7% | +1.8% |
| 7D | +8.3% | +0.7% | +7.7% | +7.9% |
| 30D | -14.1% | +1.0% | -15.1% | -14.7% |
| 3M | -16.0% | -2.0% | -14.0% | -16.7% |
| 6M | +21.5% | -18.1% | +39.6% | +29.7% |
| YTD | +65.4% | -36.1% | +101.6% | +98.2% |
| 1Y | +195.0% | -34.0% | +229.1% | +246.0% |
| 3Y | +830.2% | -26.7% | +856.9% | +828.2% |
| All | +830.2% | -26.2% | +856.4% | +828.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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