-6.9%
CHYM vs BEN
+62.4%
-69.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.5% | +8.5% | +7.9% |
| 7D | +3.4% | +3.4% | 0.0% | +1.1% |
| 30D | +12.0% | +1.8% | +10.2% | +10.5% |
| 3M | +102.4% | +8.4% | +94.0% | +88.2% |
| 6M | +52.7% | +35.6% | +17.0% | +17.5% |
| YTD | +37.3% | +46.4% | -9.1% | +2.2% |
| 1Y | +42.2% | +46.3% | -4.1% | +4.6% |
| All | -6.9% | +62.4% | -69.3% | -34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling