+67.8%
CHYM vs AIG
+6.0%
+61.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.5% | +5.5% |
| 7D | +3.7% | +2.3% | +1.4% | +3.1% |
| 30D | +5.6% | +8.8% | -3.2% | +3.5% |
| 3M | +19.7% | +3.7% | +16.0% | +18.7% |
| 6M | +35.3% | +6.8% | +28.5% | +33.6% |
| YTD | +18.7% | -2.6% | +21.3% | +20.6% |
| 1Y | +67.8% | +3.7% | +64.1% | +61.1% |
| All | +67.8% | +6.0% | +61.8% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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