+94.5%
ASML vs CHYM
-24.3%
+118.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.8% | +2.4% | +5.8% |
| 7D | -0.8% | +14.0% | -14.9% | -2.1% |
| 30D | -14.9% | +8.1% | -23.0% | -15.5% |
| 3M | -13.0% | +11.8% | -24.8% | -14.2% |
| 6M | -4.7% | +76.6% | -81.3% | -11.9% |
| YTD | +42.3% | +29.2% | +13.1% | +34.9% |
| 1Y | +49.7% | +59.9% | -10.2% | +40.1% |
| All | +94.5% | -24.3% | +118.8% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 3y: compounded portfolio wealth divided by compounded CHYM 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…
3y analysis · Full analysis span regression · 6 months rolling