+1,139.3%
BE vs CHYM
-23.3%
+1,162.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.0% | +5.7% | +6.4% |
| 7D | +9.0% | -2.3% | +11.3% | +9.5% |
| 30D | +16.3% | +4.4% | +11.8% | +14.4% |
| 3M | +10.8% | +91.3% | -80.5% | -12.1% |
| 6M | +73.2% | +44.0% | +29.2% | +50.6% |
| YTD | +217.4% | +31.1% | +186.2% | +183.4% |
| 1Y | +309.8% | +37.8% | +271.9% | +261.7% |
| All | +1,139.3% | -23.3% | +1,162.6% | +1,131.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling