+38.1%
BNY vs CHYM
+63.9%
-25.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.5% | -3.5% |
| 7D | -1.3% | +4.5% | -5.8% | -1.8% |
| 30D | +3.1% | +9.2% | -6.1% | +2.0% |
| 3M | -6.7% | +16.4% | -23.1% | -8.8% |
| 6M | +12.4% | +45.2% | -32.8% | +6.6% |
| YTD | +29.3% | +19.9% | +9.4% | +23.7% |
| 1Y | +38.1% | +57.8% | -19.7% | +26.3% |
| All | +38.1% | +63.9% | -25.8% | +26.3% |
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 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