+67.8%
CHYM vs AG
+29.4%
+38.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +9.1% | -3.2% | +3.9% |
| 7D | +3.7% | -2.6% | +6.3% | +4.2% |
| 30D | +5.6% | -12.1% | +17.7% | +8.2% |
| 3M | +19.7% | -6.6% | +26.3% | +20.7% |
| 6M | +35.3% | -20.5% | +55.7% | +39.3% |
| YTD | +18.7% | -7.4% | +26.1% | +14.7% |
| 1Y | +67.8% | +33.4% | +34.4% | +45.5% |
| All | +67.8% | +29.4% | +38.4% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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