+37.0%
CHYM vs AMCR
+13.1%
+23.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +1.7% | -1.9% | +3.6% | +2.2% |
| 30D | +30.2% | -4.1% | +34.3% | +31.6% |
| 3M | +85.9% | +21.7% | +64.2% | +74.5% |
| 6M | +49.9% | +1.5% | +48.4% | +42.8% |
| YTD | +34.1% | +13.1% | +21.0% | +21.2% |
| 1Y | +37.0% | +13.0% | +24.0% | +24.1% |
| All | +37.0% | +13.1% | +23.9% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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