+46.4%
CHYM vs AGI
-31.2%
+77.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.3% | -2.1% | -4.3% |
| 7D | -2.9% | -5.3% | +2.3% | -1.1% |
| 30D | +3.0% | +6.8% | -3.8% | +0.7% |
| 3M | +98.7% | +8.3% | +90.4% | +91.5% |
| 6M | +46.4% | -29.2% | +75.7% | +60.9% |
| All | +46.4% | -31.2% | +77.6% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 6mo: compounded portfolio wealth divided by compounded AGI 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…
6mo analysis · Full analysis span regression · 6 months rolling