+23,353.6%
COHR vs WAT
+10,610.4%
+12,743.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.2% |
| 7D | +10.9% | -2.9% | +13.8% | +11.8% |
| 30D | -10.8% | -3.2% | -7.6% | -9.9% |
| 3M | -17.4% | +10.6% | -28.0% | -20.0% |
| 6M | +12.5% | +34.0% | -21.6% | +1.6% |
| YTD | +58.8% | +5.7% | +53.1% | +53.3% |
| 1Y | +183.3% | +37.1% | +146.2% | +151.5% |
| 3Y | +783.0% | +52.4% | +730.7% | +648.5% |
| 5Y | +377.2% | -4.4% | +381.7% | +364.8% |
| 10Y | +1,261.0% | +165.8% | +1,095.3% | +894.5% |
| All | +23,353.6% | +10,610.4% | +12,743.2% | +14,109.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling