+793.0%
COHR vs INTU
-41.9%
+834.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.4% |
| 7D | +10.9% | -9.2% | +20.0% | +11.1% |
| 30D | -10.8% | -7.0% | -3.7% | -10.9% |
| 3M | -17.4% | +10.5% | -27.9% | -19.6% |
| 6M | +12.5% | -30.6% | +43.1% | +21.5% |
| YTD | +58.8% | -52.3% | +111.2% | +111.7% |
| 1Y | +183.3% | -51.8% | +235.1% | +273.0% |
| All | +793.0% | -41.9% | +834.9% | +843.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 3y: compounded portfolio wealth divided by compounded INTU 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…
3y analysis · Full analysis span regression · 6 months rolling