+393.6%
COHR vs PSA
+13.7%
+379.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.5% | +4.0% |
| 7D | +8.3% | -1.8% | +10.2% | +8.9% |
| 30D | -14.1% | -8.4% | -5.8% | -12.0% |
| 3M | -16.0% | -7.8% | -8.2% | -14.7% |
| 6M | +21.5% | +0.8% | +20.7% | +19.0% |
| YTD | +65.4% | +16.5% | +49.0% | +53.9% |
| 1Y | +195.0% | +4.7% | +190.3% | +184.0% |
| 3Y | +830.2% | +21.1% | +809.1% | +710.3% |
| All | +393.6% | +13.7% | +379.9% | +323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 5y: compounded portfolio wealth divided by compounded PSA 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…
5y analysis · Full analysis span regression · 6 months rolling