-11.1%
CHYM vs BIDU
+4.8%
-15.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.8% |
| 7D | -2.3% | -8.1% | +5.9% | -0.1% |
| 30D | +4.4% | -12.8% | +17.2% | +7.8% |
| 3M | +91.3% | -21.3% | +112.6% | +102.5% |
| 6M | +44.0% | -27.0% | +70.9% | +53.2% |
| YTD | +31.1% | -30.0% | +61.2% | +40.8% |
| 1Y | +37.8% | -18.3% | +56.1% | +39.8% |
| All | -11.1% | +4.8% | -15.9% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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