+51.6%
COHR vs U
+17.5%
+34.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +4.9% | -10.9% | -7.1% |
| 7D | -18.6% | +7.5% | -26.1% | -19.9% |
| 30D | -41.5% | -7.0% | -34.5% | -40.6% |
| 3M | -39.7% | +20.6% | -60.3% | -42.0% |
| 6M | -40.9% | +53.2% | -94.0% | -45.9% |
| YTD | +5.7% | -3.9% | +9.6% | +8.1% |
| 1Y | +51.6% | +18.4% | +33.2% | +44.9% |
| All | +51.6% | +17.5% | +34.1% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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