+1,298.9%
COHR vs SUI
+101.8%
+1,197.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.3% |
| 7D | +8.3% | -4.2% | +12.5% | +9.8% |
| 30D | -14.1% | -3.3% | -10.9% | -13.3% |
| 3M | -16.0% | -8.2% | -7.8% | -14.5% |
| 6M | +21.5% | -14.5% | +35.9% | +26.8% |
| YTD | +65.4% | -5.9% | +71.4% | +65.9% |
| 1Y | +195.0% | -9.7% | +204.7% | +199.3% |
| 3Y | +830.2% | +7.7% | +822.5% | +748.1% |
| 5Y | +397.1% | -31.9% | +429.0% | +447.0% |
| All | +1,298.9% | +101.8% | +1,197.0% | +986.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling