+55.9%
COHR vs WM
+21.5%
+34.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -5.9% | -6.2% |
| 7D | +13.1% | +3.2% | +9.9% | +19.1% |
| 30D | -17.2% | +13.0% | -30.2% | +3.8% |
| 3M | -33.3% | +9.2% | -42.6% | -19.1% |
| 6M | -46.0% | +13.6% | -59.6% | -29.3% |
| YTD | +18.2% | +12.4% | +5.8% | +60.7% |
| 1Y | +55.9% | +21.2% | +34.6% | +139.9% |
| All | +55.9% | +21.5% | +34.3% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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