-11.1%
CHYM vs BEN
+60.2%
-71.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.3% | -3.1% | +0.9% | -0.3% |
| 30D | +4.4% | +0.2% | +4.3% | +4.2% |
| 3M | +91.3% | +6.8% | +84.5% | +79.5% |
| 6M | +44.0% | +38.1% | +5.9% | +9.2% |
| YTD | +31.1% | +44.3% | -13.2% | -1.5% |
| 1Y | +37.8% | +42.6% | -4.7% | +3.0% |
| All | -11.1% | +60.2% | -71.3% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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