+1,298.9%
COHR vs UUUU
+465.5%
+833.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.0% | +9.2% | +5.3% |
| 7D | +8.3% | -10.5% | +18.8% | +10.9% |
| 30D | -14.1% | -10.5% | -3.6% | -12.2% |
| 3M | -16.0% | -14.1% | -1.9% | -13.0% |
| 6M | +21.5% | -35.5% | +56.9% | +32.8% |
| YTD | +65.4% | -10.9% | +76.4% | +68.0% |
| 1Y | +195.0% | +3.4% | +191.7% | +180.7% |
| 3Y | +830.2% | +73.1% | +757.0% | +647.5% |
| 5Y | +397.1% | +87.1% | +310.0% | +271.8% |
| All | +1,298.9% | +465.5% | +833.4% | +640.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling