+393.6%
COHR vs HRB
+114.1%
+279.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.6% | +4.2% |
| 7D | +8.3% | -8.0% | +16.4% | +8.0% |
| 30D | -14.1% | -16.0% | +1.8% | -14.5% |
| 3M | -16.0% | +26.9% | -42.9% | -16.0% |
| 6M | +21.5% | +51.1% | -29.7% | +18.8% |
| YTD | +65.4% | +7.1% | +58.4% | +71.1% |
| 1Y | +195.0% | -9.6% | +204.6% | +215.4% |
| 3Y | +830.2% | +25.4% | +804.8% | +806.6% |
| All | +393.6% | +114.1% | +279.5% | +304.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 5y: compounded portfolio wealth divided by compounded HRB 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…
5y analysis · Full analysis span regression · 6 months rolling