+16,186.4%
COHR vs UPS
+236.6%
+15,949.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.0% |
| 7D | +8.3% | -2.0% | +10.3% | +9.6% |
| 30D | -14.1% | -2.0% | -12.2% | -13.3% |
| 3M | -16.0% | -6.2% | -9.8% | -12.9% |
| 6M | +21.5% | +2.8% | +18.7% | +18.2% |
| YTD | +65.4% | +5.9% | +59.6% | +56.8% |
| 1Y | +195.0% | +26.2% | +168.8% | +148.1% |
| 3Y | +830.2% | -26.0% | +856.2% | +954.5% |
| 5Y | +397.1% | -34.3% | +431.4% | +507.6% |
| 10Y | +1,317.7% | +37.5% | +1,280.1% | +911.5% |
| All | +16,186.4% | +236.6% | +15,949.8% | +6,380.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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