+37.8%
CHYM vs AG
+110.7%
-72.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.6% |
| 7D | -2.3% | -6.7% | +4.5% | -0.9% |
| 30D | +4.4% | +2.2% | +2.3% | +3.9% |
| 3M | +91.3% | +15.7% | +75.6% | +85.0% |
| 6M | +44.0% | -23.8% | +67.8% | +48.1% |
| YTD | +31.1% | +17.6% | +13.5% | +23.0% |
| 1Y | +37.8% | +88.6% | -50.8% | +12.0% |
| All | +37.8% | +110.7% | -72.9% | +12.0% |
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