+194.8%
COHR vs WAT
+41.4%
+153.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +6.8% |
| 7D | +1.0% | -1.3% | +2.2% | +1.2% |
| 30D | -14.1% | +2.3% | -16.5% | -14.4% |
| 3M | -33.2% | +8.7% | -41.9% | -34.1% |
| 6M | +2.5% | +28.3% | -25.8% | -2.7% |
| YTD | +52.7% | +7.8% | +44.9% | +48.3% |
| 1Y | +194.8% | +36.6% | +158.2% | +158.4% |
| All | +194.8% | +41.4% | +153.3% | +158.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling