-6.9%
CHYM vs ACWI
+29.9%
-36.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.6% | +7.5% | +8.1% |
| 7D | +3.4% | 0.0% | +3.4% | +3.3% |
| 30D | +12.0% | -0.6% | +12.6% | +13.3% |
| 3M | +102.4% | +4.3% | +98.1% | +85.3% |
| 6M | +52.7% | +12.7% | +40.0% | +18.9% |
| YTD | +37.3% | +13.9% | +23.3% | +3.0% |
| 1Y | +42.2% | +20.5% | +21.7% | -7.2% |
| All | -6.9% | +29.9% | -36.8% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling