+64,642.4%
COHR vs WELL
+18,804.6%
+45,837.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +13.0% | -1.1% | +14.1% | +13.3% |
| 30D | -6.7% | +0.7% | -7.4% | -7.0% |
| 3M | -14.7% | +14.5% | -29.3% | -19.1% |
| 6M | +20.3% | +14.4% | +5.9% | +13.7% |
| YTD | +64.4% | +28.5% | +36.0% | +49.3% |
| 1Y | +205.9% | +41.8% | +164.1% | +167.9% |
| 3Y | +814.1% | +202.8% | +611.3% | +513.0% |
| 5Y | +387.4% | +208.8% | +178.6% | +221.8% |
| 10Y | +1,308.9% | +356.5% | +952.4% | +645.2% |
| All | +64,642.4% | +18,804.6% | +45,837.8% | +15,040.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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