+208.4%
COHR vs MUU
+2,491.4%
-2,283.0%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.3% | +4.5% |
| 7D | +8.3% | -8.2% | +16.6% | +11.1% |
| 30D | -14.1% | +10.2% | -24.3% | -17.3% |
| 3M | -16.0% | -26.5% | +10.5% | -13.7% |
| 6M | +21.5% | +227.2% | -205.8% | -30.7% |
| YTD | +65.4% | +527.4% | -462.0% | -28.2% |
| 1Y | +195.0% | +1,843.7% | -1,648.7% | -19.0% |
| All | +208.4% | +2,491.4% | -2,283.0% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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