+393.6%
COHR vs INVH
-20.2%
+413.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.2% | +4.2% |
| 7D | +8.3% | -3.0% | +11.3% | +9.9% |
| 30D | -14.1% | -7.5% | -6.6% | -11.3% |
| 3M | -16.0% | -5.5% | -10.5% | -14.6% |
| 6M | +21.5% | +11.7% | +9.8% | +11.8% |
| YTD | +65.4% | +1.3% | +64.1% | +59.3% |
| 1Y | +195.0% | -6.1% | +201.1% | +196.4% |
| 3Y | +830.2% | -9.8% | +839.9% | +844.5% |
| All | +393.6% | -20.2% | +413.7% | +432.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 5y: compounded portfolio wealth divided by compounded INVH 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…
5y analysis · Full analysis span regression · 6 months rolling