-12.9%
CHYM vs ACWI
+30.7%
-43.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.4% |
| 7D | +2.1% | +1.1% | +1.0% | 0.0% |
| 30D | +11.0% | -0.2% | +11.2% | +11.5% |
| 3M | +83.9% | +4.7% | +79.2% | +67.3% |
| 6M | +45.3% | +14.5% | +30.9% | +9.4% |
| YTD | +28.4% | +14.6% | +13.7% | -4.7% |
| 1Y | +32.2% | +21.4% | +10.8% | -15.0% |
| All | -12.9% | +30.7% | -43.6% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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