+55.3%
BE vs CHYM
+71.1%
-15.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.9% | -12.3% | -7.8% |
| 7D | -12.1% | +3.7% | -15.9% | -13.0% |
| 30D | -30.1% | +5.6% | -35.7% | -31.1% |
| 3M | -12.1% | +19.7% | -31.9% | -19.5% |
| 6M | -30.6% | +35.3% | -65.9% | -39.6% |
| YTD | +130.6% | +18.7% | +112.0% | +108.2% |
| 1Y | +55.3% | +67.8% | -12.5% | +7.6% |
| All | +55.3% | +71.1% | -15.8% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling