+194.8%
COHR vs SEI
+105.8%
+88.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.4% | +3.2% | +4.6% |
| 7D | +1.0% | +10.2% | -9.3% | -4.7% |
| 30D | -14.1% | -1.0% | -13.1% | -13.4% |
| 3M | -33.2% | -27.9% | -5.3% | -20.4% |
| 6M | +2.5% | +10.4% | -7.8% | +1.4% |
| YTD | +52.7% | +20.1% | +32.6% | +44.1% |
| 1Y | +194.8% | +109.7% | +85.0% | +129.3% |
| All | +194.8% | +105.8% | +88.9% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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