+11,067.8%
COHR vs URI
+7,172.6%
+3,895.2%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.5% | +6.6% | +6.9% |
| 7D | +11.0% | +2.5% | +8.4% | +10.2% |
| 30D | -20.4% | -12.5% | -7.8% | -16.9% |
| 3M | -24.9% | -6.2% | -18.7% | -23.0% |
| 6M | +28.1% | +25.9% | +2.2% | +18.9% |
| YTD | +63.6% | +26.2% | +37.4% | +50.3% |
| 1Y | +205.9% | +5.5% | +200.5% | +196.3% |
| 3Y | +809.3% | +125.0% | +684.3% | +612.4% |
| 5Y | +397.1% | +210.4% | +186.7% | +255.9% |
| 10Y | +1,238.1% | +1,157.2% | +80.9% | +539.6% |
| All | +11,067.8% | +7,172.6% | +3,895.2% | +2,428.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling