+57.8%
CHYM vs AZO
-10.2%
+68.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +4.5% | +5.5% | -0.9% | +3.6% |
| 30D | +9.2% | +14.2% | -5.0% | +6.8% |
| 3M | +16.4% | +7.9% | +8.5% | +14.9% |
| 6M | +45.2% | -6.6% | +51.7% | +45.9% |
| YTD | +19.9% | -2.4% | +22.3% | +21.9% |
| 1Y | +57.8% | -9.6% | +67.5% | +59.7% |
| All | +57.8% | -10.2% | +68.0% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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