+321.4%
ASX vs CHYM
-19.7%
+341.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.9% | -3.4% | +3.0% |
| 7D | +11.1% | +3.4% | +7.7% | +10.8% |
| 30D | +9.6% | +12.0% | -2.4% | +8.5% |
| 3M | +18.6% | +102.4% | -83.8% | +10.7% |
| 6M | +92.1% | +52.7% | +39.5% | +82.2% |
| YTD | +158.5% | +37.3% | +121.2% | +145.7% |
| 1Y | +271.9% | +42.2% | +229.7% | +252.0% |
| All | +321.4% | -19.7% | +341.1% | +297.0% |
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