+393.6%
COHR vs WPM
+263.6%
+129.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +3.4% |
| 7D | +8.3% | -0.6% | +8.9% | +8.6% |
| 30D | -14.1% | +14.4% | -28.6% | -19.0% |
| 3M | -16.0% | +37.0% | -53.0% | -25.9% |
| 6M | +21.5% | +4.1% | +17.3% | +17.7% |
| YTD | +65.4% | +31.7% | +33.7% | +49.2% |
| 1Y | +195.0% | +44.2% | +150.8% | +158.1% |
| 3Y | +830.2% | +265.5% | +564.7% | +510.0% |
| All | +393.6% | +263.6% | +129.9% | +193.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 5y: compounded portfolio wealth divided by compounded WPM 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…
5y analysis · Full analysis span regression · 6 months rolling