+21.5%
COHR vs NU
-0.9%
+22.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.7% | +6.8% | +4.1% |
| 7D | +8.3% | -4.9% | +13.2% | +8.3% |
| 30D | -14.1% | +7.8% | -22.0% | -14.4% |
| 3M | -16.0% | +20.9% | -36.9% | -15.1% |
| 6M | +21.5% | +0.9% | +20.6% | +32.1% |
| All | +21.5% | -0.9% | +22.3% | +32.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling