+2,259.0%
COHR vs WU
-22.4%
+2,281.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.9% |
| 7D | +8.3% | -3.5% | +11.8% | +10.0% |
| 30D | -14.1% | -2.9% | -11.2% | -13.5% |
| 3M | -16.0% | -2.3% | -13.7% | -17.9% |
| 6M | +21.5% | -25.4% | +46.8% | +34.3% |
| YTD | +65.4% | -21.2% | +86.7% | +76.3% |
| 1Y | +195.0% | -8.9% | +203.9% | +190.3% |
| 3Y | +830.2% | -29.0% | +859.1% | +909.7% |
| 5Y | +397.1% | -50.7% | +447.8% | +533.6% |
| 10Y | +1,317.7% | -39.7% | +1,357.4% | +1,494.6% |
| All | +2,259.0% | -22.4% | +2,281.4% | +2,075.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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