+1,529.1%
COHR vs POET
-20.5%
+1,549.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.6% | -0.4% | +3.9% |
| 7D | +8.3% | +0.4% | +8.0% | +8.3% |
| 30D | -14.1% | -10.4% | -3.8% | -13.6% |
| 3M | -16.0% | -29.3% | +13.3% | -14.3% |
| 6M | +21.5% | +6.9% | +14.6% | +19.5% |
| YTD | +65.4% | +25.6% | +39.9% | +61.5% |
| 1Y | +195.0% | +49.2% | +145.9% | +184.3% |
| 3Y | +830.2% | +128.4% | +701.7% | +760.4% |
| 5Y | +397.1% | -4.2% | +401.3% | +364.0% |
| 10Y | +1,317.7% | +30.3% | +1,287.4% | +1,180.7% |
| All | +1,529.1% | -20.5% | +1,549.6% | +1,435.7% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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