+1,539.7%
COHR vs TEAM
+755.1%
+784.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -3.7% |
| 7D | +10.9% | -7.8% | +18.6% | +12.9% |
| 30D | -10.8% | +16.5% | -27.3% | -15.3% |
| 3M | -17.4% | +96.2% | -113.5% | -33.8% |
| 6M | +12.5% | +130.2% | -117.7% | -18.1% |
| YTD | +58.8% | +10.7% | +48.1% | +43.5% |
| 1Y | +183.3% | +3.0% | +180.3% | +160.0% |
| 3Y | +783.0% | -13.1% | +796.1% | +735.2% |
| 5Y | +377.2% | -52.7% | +430.0% | +394.5% |
| 10Y | +1,261.0% | +509.1% | +751.9% | +604.0% |
| All | +1,539.7% | +755.1% | +784.6% | +722.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 all: compounded portfolio wealth divided by compounded TEAM 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…
all analysis · Full analysis span regression · 6 months rolling