+51.6%
COHR vs TER
+42.7%
+8.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -6.8% | +0.8% | -0.6% |
| 7D | -18.6% | -19.9% | +1.3% | -2.8% |
| 30D | -41.5% | -43.5% | +2.0% | -7.9% |
| 3M | -39.7% | -37.8% | -2.0% | -11.3% |
| 6M | -40.9% | -25.6% | -15.3% | -22.9% |
| YTD | +5.7% | +29.8% | -24.1% | -15.2% |
| 1Y | +51.6% | +43.2% | +8.4% | +13.5% |
| All | +51.6% | +42.7% | +8.9% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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