+195.0%
COHR vs SUI
-8.0%
+203.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +3.8% |
| 7D | +8.3% | -4.2% | +12.5% | +4.3% |
| 30D | -14.1% | -3.3% | -10.9% | -16.3% |
| 3M | -16.0% | -8.2% | -7.8% | -19.7% |
| 6M | +21.5% | -14.5% | +35.9% | +11.3% |
| YTD | +65.4% | -5.9% | +71.4% | +63.7% |
| 1Y | +195.0% | -9.7% | +204.7% | +190.7% |
| All | +195.0% | -8.0% | +203.0% | +190.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling