+393.6%
COHR vs TECH
-43.3%
+436.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.1% |
| 7D | +8.3% | -0.4% | +8.8% | +8.5% |
| 30D | -14.1% | 0.0% | -14.1% | -14.1% |
| 3M | -16.0% | +33.7% | -49.7% | -26.6% |
| 6M | +21.5% | +34.9% | -13.4% | +2.3% |
| YTD | +65.4% | +23.2% | +42.3% | +44.4% |
| 1Y | +195.0% | +36.3% | +158.7% | +141.1% |
| 3Y | +830.2% | +2.3% | +827.9% | +738.9% |
| All | +393.6% | -43.3% | +436.9% | +448.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling