+627.9%
COHR vs MSFU
+73.2%
+554.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.0% | +3.8% |
| 7D | +8.3% | -1.8% | +10.1% | +9.0% |
| 30D | -14.1% | +0.5% | -14.6% | -15.0% |
| 3M | -16.0% | +51.9% | -67.9% | -31.1% |
| 6M | +21.5% | +35.0% | -13.5% | +0.4% |
| YTD | +65.4% | -9.0% | +74.5% | +63.2% |
| 1Y | +195.0% | -18.8% | +213.8% | +207.6% |
| 3Y | +830.2% | +25.5% | +804.7% | +630.6% |
| All | +627.9% | +73.2% | +554.8% | +374.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling