+373.8%
COHR vs URI
+198.7%
+175.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.9% | +0.5% | -1.0% |
| 7D | +10.9% | -0.5% | +11.4% | +11.3% |
| 30D | -10.8% | -13.4% | +2.6% | -2.5% |
| 3M | -17.4% | -6.2% | -11.2% | -13.1% |
| 6M | +12.5% | +28.0% | -15.5% | -4.6% |
| YTD | +58.8% | +23.0% | +35.9% | +34.1% |
| 1Y | +183.3% | +5.5% | +177.7% | +163.6% |
| 3Y | +783.0% | +119.2% | +663.9% | +394.2% |
| All | +373.8% | +198.7% | +175.2% | +106.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling