+21.5%
COHR vs UUUU
-35.8%
+57.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.0% | +9.2% | +7.2% |
| 7D | +8.3% | -10.5% | +18.8% | +15.6% |
| 30D | -14.1% | -10.5% | -3.6% | -9.1% |
| 3M | -16.0% | -14.1% | -1.9% | -10.8% |
| 6M | +21.5% | -35.5% | +56.9% | +42.4% |
| All | +21.5% | -35.8% | +57.2% | +42.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling