+65,045.6%
COHR vs HUM
+5,678.7%
+59,366.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.9% | +3.9% |
| 7D | +8.3% | +2.1% | +6.3% | +8.1% |
| 30D | -14.1% | +5.4% | -19.5% | -14.6% |
| 3M | -16.0% | +11.4% | -27.4% | -16.9% |
| 6M | +21.5% | +141.5% | -120.0% | +10.4% |
| YTD | +65.4% | +61.2% | +4.3% | +56.0% |
| 1Y | +195.0% | +49.2% | +145.9% | +179.4% |
| 3Y | +830.2% | -9.0% | +839.2% | +812.8% |
| 5Y | +397.1% | +7.2% | +389.9% | +372.2% |
| 10Y | +1,317.7% | +152.7% | +1,165.0% | +1,122.3% |
| All | +65,045.6% | +5,678.7% | +59,366.9% | +53,391.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling