+67.8%
CHYM vs AEIS
+6.2%
+61.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -11.1% | +17.1% | +6.8% |
| 7D | +3.7% | -12.7% | +16.4% | +4.7% |
| 30D | +5.6% | -28.8% | +34.4% | +8.6% |
| 3M | +19.7% | -38.0% | +57.7% | +24.8% |
| 6M | +35.3% | -45.3% | +80.6% | +43.3% |
| YTD | +18.7% | +1.1% | +17.5% | -1.1% |
| 1Y | +67.8% | +8.6% | +59.2% | +34.3% |
| All | +67.8% | +6.2% | +61.6% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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