+67.8%
CHYM vs ALLY
+4.2%
+63.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.8% | +2.1% | +2.2% |
| 7D | +3.7% | +2.4% | +1.3% | +1.3% |
| 30D | +5.6% | +5.6% | 0.0% | +0.1% |
| 3M | +19.7% | -11.7% | +31.4% | +34.9% |
| 6M | +35.3% | -7.0% | +42.3% | +44.5% |
| YTD | +18.7% | -10.4% | +29.1% | +34.7% |
| 1Y | +67.8% | +2.4% | +65.4% | +62.0% |
| All | +67.8% | +4.2% | +63.6% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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