+51.6%
COHR vs MSFU
-2.2%
+53.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +13.5% | -19.4% | -6.4% |
| 7D | -18.6% | +8.2% | -26.7% | -18.8% |
| 30D | -41.5% | +10.2% | -51.7% | -41.6% |
| 3M | -39.7% | +22.9% | -62.6% | -39.9% |
| 6M | -40.9% | +63.2% | -104.1% | -41.4% |
| YTD | +5.7% | +11.7% | -6.0% | +9.6% |
| 1Y | +51.6% | -3.5% | +55.1% | +58.6% |
| All | +51.6% | -2.2% | +53.8% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling