+824.4%
COHR vs SUI
+10.9%
+813.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.4% |
| 7D | +13.0% | -4.3% | +17.3% | +12.7% |
| 30D | -6.7% | -2.1% | -4.5% | -6.8% |
| 3M | -14.7% | -6.1% | -8.6% | -14.9% |
| 6M | +20.3% | -12.8% | +33.0% | +20.9% |
| YTD | +64.4% | -4.6% | +69.1% | +63.7% |
| 1Y | +205.9% | -7.7% | +213.6% | +206.0% |
| All | +824.4% | +10.9% | +813.5% | +774.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling