+4,477.6%
SMCI vs COHR
+1,719.8%
+2,757.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.6% |
| 3M | +25.4% | -16.0% | +41.4% | +31.4% |
| 6M | +26.1% | +21.5% | +4.7% | +12.5% |
| YTD | +37.0% | +65.4% | -28.4% | +4.2% |
| 1Y | -8.8% | +195.0% | -203.8% | -47.2% |
| 3Y | +44.6% | +830.2% | -785.6% | -48.7% |
| 5Y | +995.9% | +397.1% | +598.8% | +367.0% |
| 10Y | +1,801.4% | +1,317.7% | +483.7% | +318.7% |
| All | +4,477.6% | +1,719.8% | +2,757.8% | +657.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling