+830.2%
COHR vs UNH
-16.8%
+846.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.5% | +4.1% |
| 7D | +8.3% | -4.5% | +12.9% | +8.2% |
| 30D | -14.1% | -6.5% | -7.6% | -14.3% |
| 3M | -16.0% | -6.0% | -10.0% | -16.1% |
| 6M | +21.5% | +33.7% | -12.2% | +22.4% |
| YTD | +65.4% | +16.4% | +49.1% | +64.9% |
| 1Y | +195.0% | +10.1% | +184.9% | +194.1% |
| 3Y | +830.2% | -16.3% | +846.5% | +774.4% |
| All | +830.2% | -16.8% | +846.9% | +774.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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