+194.8%
COHR vs PHM
-6.9%
+201.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.5% | +6.6% |
| 7D | +1.0% | -3.2% | +4.1% | +0.8% |
| 30D | -14.1% | -6.4% | -7.7% | -14.3% |
| 3M | -33.2% | +5.5% | -38.7% | -33.0% |
| 6M | +2.5% | -5.4% | +8.0% | +0.3% |
| YTD | +52.7% | +6.6% | +46.1% | +52.0% |
| 1Y | +194.8% | -8.8% | +203.6% | +190.8% |
| All | +194.8% | -6.9% | +201.7% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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