-2.7%
SMCI vs COHR
+211.4%
-214.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.6% | -2.1% | +1.7% |
| 7D | +6.8% | +1.0% | +5.8% | +6.3% |
| 30D | +30.6% | -14.1% | +44.7% | +36.5% |
| 3M | -15.6% | -33.2% | +17.6% | -3.4% |
| 6M | +21.3% | +2.5% | +18.7% | +16.3% |
| YTD | +35.3% | +52.7% | -17.5% | +12.4% |
| 1Y | -2.7% | +194.8% | -197.5% | -37.6% |
| All | -2.7% | +211.4% | -214.2% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COHR.
Daily Out/Under-Performance
Portfolio return minus COHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COHR 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 COHR 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