-11.1%
CHYM vs BUD
+11.2%
-22.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +1.1% |
| 7D | -2.3% | -2.6% | +0.4% | -2.6% |
| 30D | +4.4% | -1.2% | +5.6% | +4.2% |
| 3M | +91.3% | -4.9% | +96.2% | +89.7% |
| 6M | +44.0% | +9.3% | +34.7% | +44.7% |
| YTD | +31.1% | +24.0% | +7.1% | +31.0% |
| 1Y | +37.8% | +34.5% | +3.3% | +37.5% |
| All | -11.1% | +11.2% | -22.2% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling