+40.3%
BMY vs CHYM
+42.5%
-2.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.2% |
| 7D | -4.8% | -2.3% | -2.5% | -4.7% |
| 30D | -0.1% | +4.4% | -4.5% | -0.2% |
| 3M | +13.1% | +91.3% | -78.2% | +12.1% |
| 6M | +8.4% | +44.0% | -35.6% | +7.6% |
| YTD | +22.0% | +31.1% | -9.1% | +21.1% |
| 1Y | +40.3% | +37.8% | +2.4% | +35.5% |
| All | +40.3% | +42.5% | -2.3% | +35.5% |
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