+63.8%
C vs CHYM
-22.0%
+85.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.3% |
| 7D | +4.2% | +7.1% | -2.9% | +3.2% |
| 30D | +2.0% | +15.7% | -13.7% | -0.1% |
| 3M | -10.1% | +4.3% | -14.4% | -10.9% |
| 6M | +1.0% | +92.9% | -91.9% | -10.1% |
| YTD | +8.5% | +33.3% | -24.8% | +1.4% |
| 1Y | +25.7% | +74.8% | -49.1% | +13.4% |
| All | +63.8% | -22.0% | +85.8% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling