+1,832.7%
COHR vs IQV
+498.2%
+1,334.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.4% | +3.3% |
| 7D | +8.3% | -2.2% | +10.6% | +9.4% |
| 30D | -14.1% | +8.3% | -22.4% | -17.8% |
| 3M | -16.0% | +44.6% | -60.6% | -33.4% |
| 6M | +21.5% | +52.6% | -31.1% | -8.7% |
| YTD | +65.4% | +16.1% | +49.3% | +42.9% |
| 1Y | +195.0% | +37.3% | +157.7% | +129.8% |
| 3Y | +830.2% | +21.6% | +808.6% | +652.6% |
| 5Y | +397.1% | +0.5% | +396.6% | +344.9% |
| 10Y | +1,317.7% | +239.7% | +1,078.0% | +613.7% |
| All | +1,832.7% | +498.2% | +1,334.5% | +751.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 all: compounded portfolio wealth divided by compounded IQV 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…
all analysis · Full analysis span regression · 6 months rolling