+37.8%
CHYM vs ALL
+29.5%
+8.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | -2.3% | -2.3% | 0.0% | -1.7% |
| 30D | +4.4% | -0.4% | +4.9% | +4.6% |
| 3M | +91.3% | +16.0% | +75.3% | +91.4% |
| 6M | +44.0% | +24.6% | +19.4% | +43.0% |
| YTD | +31.1% | +23.7% | +7.4% | +30.2% |
| 1Y | +37.8% | +27.7% | +10.1% | +36.9% |
| All | +37.8% | +29.5% | +8.3% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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