+1,061.8%
BE vs CHYM
-24.0%
+1,085.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.4% | +1.4% | -2.5% |
| 7D | +9.7% | -2.9% | +12.7% | +10.4% |
| 30D | +22.4% | +3.0% | +19.4% | +20.8% |
| 3M | +10.4% | +98.7% | -88.4% | -13.7% |
| 6M | +67.9% | +46.4% | +21.4% | +45.0% |
| YTD | +197.5% | +29.8% | +167.7% | +166.4% |
| 1Y | +310.6% | +40.5% | +270.1% | +260.4% |
| All | +1,061.8% | -24.0% | +1,085.8% | +1,057.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling