+51.6%
COHR vs NU
-24.1%
+75.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.3% | -9.2% | -6.7% |
| 7D | -18.6% | +0.2% | -18.7% | -18.5% |
| 30D | -41.5% | -21.0% | -20.5% | -38.6% |
| 3M | -39.7% | -16.3% | -23.4% | -38.3% |
| 6M | -40.9% | -15.3% | -25.5% | -38.2% |
| YTD | +5.7% | -28.4% | +34.1% | +23.3% |
| 1Y | +51.6% | -24.1% | +75.7% | +69.8% |
| All | +51.6% | -24.1% | +75.7% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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