+544.7%
COHR vs IP
+18.8%
+525.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.4% | -7.4% | -6.4% |
| 7D | +13.1% | -0.3% | +13.4% | +13.3% |
| 30D | -17.2% | +7.9% | -25.1% | -19.0% |
| 3M | -33.3% | -15.3% | -18.0% | -30.3% |
| 6M | -46.0% | +10.5% | -56.5% | -48.9% |
| YTD | +18.2% | -9.4% | +27.6% | +17.6% |
| 1Y | +55.9% | -4.6% | +60.5% | +51.2% |
| 3Y | +544.7% | +21.2% | +523.4% | +529.1% |
| All | +544.7% | +18.8% | +525.8% | +529.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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