+26.1%
COHR vs IJH
+12.9%
+13.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -3.9% | -9.1% | -1.9% |
| 7D | -28.4% | -3.4% | -25.0% | -20.4% |
| 30D | -49.8% | -3.1% | -46.7% | -44.4% |
| 3M | -48.3% | -6.6% | -41.7% | -35.7% |
| 6M | -49.4% | -1.6% | -47.8% | -43.0% |
| YTD | -8.0% | +9.5% | -17.5% | -14.6% |
| 1Y | +26.1% | +12.1% | +14.0% | +15.7% |
| All | +26.1% | +12.9% | +13.2% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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