+37.0%
CHYM vs AMIX
-81.0%
+118.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.3% |
| 7D | +1.7% | -13.7% | +15.4% | +1.8% |
| 30D | +30.2% | -62.1% | +92.3% | +31.1% |
| 3M | +85.9% | -46.2% | +132.1% | +87.2% |
| 6M | +49.9% | -46.4% | +96.3% | +49.7% |
| YTD | +34.1% | -60.3% | +94.4% | +33.6% |
| 1Y | +37.0% | -79.7% | +116.7% | +51.5% |
| All | +37.0% | -81.0% | +118.0% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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