+195.0%
COHR vs URI
+5.3%
+189.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +8.3% | -2.1% | +10.4% | +9.1% |
| 30D | -14.1% | -12.4% | -1.7% | -10.1% |
| 3M | -16.0% | -7.3% | -8.7% | -12.6% |
| 6M | +21.5% | +27.2% | -5.7% | +19.8% |
| YTD | +65.4% | +23.0% | +42.5% | +61.6% |
| 1Y | +195.0% | +3.9% | +191.1% | +187.2% |
| All | +195.0% | +5.3% | +189.8% | +187.2% |
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