+51.6%
COHR vs HUM
+51.1%
+0.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -5.9% | -6.0% |
| 7D | -18.6% | +1.6% | -20.1% | -18.6% |
| 30D | -41.5% | +3.5% | -45.1% | -41.6% |
| 3M | -39.7% | +15.5% | -55.2% | -39.5% |
| 6M | -40.9% | +76.2% | -117.1% | -35.2% |
| YTD | +5.7% | +64.5% | -58.8% | +12.9% |
| 1Y | +51.6% | +50.0% | +1.6% | +56.1% |
| All | +51.6% | +51.1% | +0.5% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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