+37.0%
CHYM vs BTG
+38.4%
-1.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | +1.7% | -0.9% | +2.6% | +1.7% |
| 30D | +30.2% | +36.8% | -6.6% | +25.4% |
| 3M | +85.9% | +23.1% | +62.8% | +81.5% |
| 6M | +49.9% | +3.5% | +46.4% | +50.2% |
| YTD | +34.1% | +25.5% | +8.6% | +27.2% |
| 1Y | +37.0% | +40.1% | -3.1% | +7.6% |
| All | +37.0% | +38.4% | -1.4% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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