+51.6%
COHR vs HWM
+5.4%
+46.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.3% | -1.7% | -3.7% |
| 7D | -18.6% | +9.4% | -28.0% | -22.3% |
| 30D | -41.5% | -7.0% | -34.6% | -39.2% |
| 3M | -39.7% | -25.9% | -13.9% | -30.2% |
| 6M | -40.9% | -10.8% | -30.0% | -39.9% |
| YTD | +5.7% | +4.3% | +1.4% | -6.6% |
| 1Y | +51.6% | +4.4% | +47.2% | +39.9% |
| All | +51.6% | +5.4% | +46.2% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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