+62,442.9%
COHR vs PH
+24,443.5%
+37,999.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -2.6% |
| 7D | +10.9% | -3.1% | +14.0% | +12.6% |
| 30D | -10.8% | -11.8% | +1.0% | -5.1% |
| 3M | -17.4% | +6.9% | -24.3% | -19.5% |
| 6M | +12.5% | -1.3% | +13.7% | +13.9% |
| YTD | +58.8% | +7.0% | +51.9% | +55.3% |
| 1Y | +183.3% | +23.1% | +160.2% | +160.6% |
| 3Y | +783.0% | +135.4% | +647.7% | +527.8% |
| 5Y | +377.2% | +250.3% | +126.9% | +188.0% |
| 10Y | +1,261.0% | +798.0% | +463.0% | +459.9% |
| All | +62,442.9% | +24,443.5% | +37,999.5% | +17,872.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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