+156,760.8%
COHR vs MS
+6,088.6%
+150,672.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.5% |
| 7D | +1.0% | +1.4% | -0.4% | +0.5% |
| 30D | -14.1% | -0.3% | -13.9% | -14.0% |
| 3M | -33.2% | +0.3% | -33.5% | -32.9% |
| 6M | +2.5% | +31.3% | -28.8% | -5.5% |
| YTD | +52.7% | +24.7% | +28.1% | +43.1% |
| 1Y | +194.8% | +47.9% | +146.9% | +162.0% |
| 3Y | +650.8% | +178.3% | +472.5% | +457.0% |
| 5Y | +358.4% | +144.9% | +213.5% | +255.9% |
| 10Y | +1,191.2% | +804.5% | +386.6% | +585.7% |
| All | +156,760.8% | +6,088.6% | +150,672.2% | +48,832.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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