-9.6%
CHYM vs AMC
+0.3%
-9.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +2.0% |
| 7D | +7.1% | +3.5% | +3.6% | +6.5% |
| 30D | +15.7% | +12.5% | +3.2% | +13.3% |
| 3M | +4.3% | +23.6% | -19.3% | +0.1% |
| 6M | +92.9% | +144.4% | -51.4% | +51.4% |
| YTD | +33.3% | +108.3% | -75.0% | +6.6% |
| 1Y | +74.8% | +38.9% | +35.9% | +48.7% |
| All | -9.6% | +0.3% | -9.9% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 3y: compounded portfolio wealth divided by compounded AMC 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…
3y analysis · Full analysis span regression · 6 months rolling