+37.0%
CHYM vs AMRZ
-14.5%
+51.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.6% |
| 7D | +1.7% | -1.9% | +3.6% | +2.7% |
| 30D | +30.2% | -16.9% | +47.2% | +42.7% |
| 3M | +85.9% | -19.2% | +105.1% | +105.7% |
| 6M | +49.9% | -29.3% | +79.2% | +78.8% |
| YTD | +34.1% | -18.0% | +52.1% | +45.8% |
| 1Y | +37.0% | -15.1% | +52.1% | +41.4% |
| All | +37.0% | -14.5% | +51.5% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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