-8.8%
SMCI vs COHR
+197.8%
-206.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.2% | +3.1% | +5.5% |
| 7D | +1.3% | +8.3% | -7.1% | -2.2% |
| 30D | +6.6% | -14.1% | +20.8% | +12.5% |
| 3M | +25.4% | -16.0% | +41.4% | +30.3% |
| 6M | +26.1% | +21.5% | +4.7% | +14.3% |
| YTD | +37.0% | +65.4% | -28.4% | +9.9% |
| 1Y | -8.8% | +195.0% | -203.8% | -41.0% |
| All | -8.8% | +197.8% | -206.6% | -41.0% |
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