+4.5%
COHR vs WBS
+2.2%
+2.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | N/A |
| 7D | -11.4% | -1.8% | -9.5% | N/A |
| 30D | -8.6% | +2.0% | -10.5% | N/A |
| All | +4.5% | +2.2% | +2.3% | N/A |
Cumulative growth
Daily Returns
Daily percentage return beside WBS.
Daily Out/Under-Performance
Portfolio return minus WBS return. Positive bars indicate outperformance.
Daily Alpha
Beta-adjusted return needs at least 20 comparable returns and benchmark movement within each trailing regression window.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WBS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Cumulative alpha will appear once a trailing regression window supports a beta estimate.
Updating return analytics…
1y analysis · Full analysis span regression · Available span rolling