+194.8%
COHR vs HUM
+31.0%
+163.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.2% | +7.8% | +6.6% |
| 7D | +1.0% | +4.2% | -3.2% | +1.0% |
| 30D | -14.1% | +10.4% | -24.5% | -14.0% |
| 3M | -33.2% | +15.1% | -48.3% | -32.3% |
| 6M | +2.5% | +120.9% | -118.4% | +12.1% |
| YTD | +52.7% | +57.9% | -5.2% | +59.7% |
| 1Y | +194.8% | +30.6% | +164.2% | +201.7% |
| All | +194.8% | +31.0% | +163.8% | +201.7% |
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