+1,939.9%
COHR vs MUB
+74.8%
+1,865.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.7% | +4.0% |
| 7D | +8.3% | -0.8% | +9.2% | +8.7% |
| 30D | -14.1% | -2.4% | -11.8% | -13.2% |
| 3M | -16.0% | -2.8% | -13.2% | -14.9% |
| 6M | +21.5% | -2.2% | +23.7% | +22.8% |
| YTD | +65.4% | -1.6% | +67.0% | +66.9% |
| 1Y | +195.0% | 0.0% | +195.0% | +195.7% |
| 3Y | +830.2% | +7.9% | +822.3% | +805.5% |
| 5Y | +397.1% | +1.2% | +395.9% | +388.1% |
| 10Y | +1,317.7% | +17.2% | +1,300.5% | +1,320.4% |
| All | +1,939.9% | +74.8% | +1,865.1% | +2,250.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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