+51.6%
COHR vs URI
+33.3%
+18.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.4% | -1.6% | -4.2% |
| 7D | -18.6% | -4.3% | -14.2% | -16.9% |
| 30D | -41.5% | +4.6% | -46.1% | -42.4% |
| 3M | -39.7% | -2.1% | -37.6% | -39.2% |
| 6M | -40.9% | +21.9% | -62.8% | -42.1% |
| YTD | +5.7% | +39.7% | -34.0% | -5.6% |
| 1Y | +51.6% | +32.9% | +18.7% | +47.6% |
| All | +51.6% | +33.3% | +18.3% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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