+195.0%
COHR vs HWM
+24.8%
+170.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.4% | +3.8% |
| 7D | +8.3% | -11.4% | +19.8% | +14.0% |
| 30D | -14.1% | -18.5% | +4.3% | -5.0% |
| 3M | -16.0% | -13.2% | -2.8% | -10.5% |
| 6M | +21.5% | -8.7% | +30.1% | +22.7% |
| YTD | +65.4% | +12.2% | +53.3% | +40.8% |
| 1Y | +195.0% | +24.9% | +170.1% | +134.3% |
| All | +195.0% | +24.8% | +170.2% | +134.3% |
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