+194.8%
COHR vs NVT
+73.8%
+121.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.6% | +4.0% | +3.5% |
| 7D | +1.0% | +5.1% | -4.1% | -4.9% |
| 30D | -14.1% | -3.7% | -10.4% | -9.1% |
| 3M | -33.2% | -10.1% | -23.0% | -22.2% |
| 6M | +2.5% | +37.5% | -34.9% | -21.9% |
| YTD | +52.7% | +53.7% | -1.0% | +5.3% |
| 1Y | +194.8% | +70.9% | +123.9% | +75.1% |
| All | +194.8% | +73.8% | +121.0% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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