+1,770.0%
COHR vs UUUU
-92.8%
+1,862.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.0% | +9.2% | +4.8% |
| 7D | +8.3% | -10.5% | +18.8% | +9.7% |
| 30D | -14.1% | -10.5% | -3.6% | -13.1% |
| 3M | -16.0% | -14.1% | -1.9% | -14.3% |
| 6M | +21.5% | -35.5% | +56.9% | +27.8% |
| YTD | +65.4% | -10.9% | +76.4% | +67.3% |
| 1Y | +195.0% | +3.4% | +191.7% | +188.8% |
| 3Y | +830.2% | +73.1% | +757.0% | +737.9% |
| 5Y | +397.1% | +87.1% | +310.0% | +333.0% |
| 10Y | +1,317.7% | +463.0% | +854.6% | +942.5% |
| All | +1,770.0% | -92.8% | +1,862.8% | +1,318.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling