-12.0%
CHYM vs BUD
+10.3%
-22.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.5% |
| 7D | -2.9% | -3.2% | +0.3% | -3.3% |
| 30D | +3.0% | -3.7% | +6.6% | +2.4% |
| 3M | +98.7% | -4.4% | +103.2% | +97.1% |
| 6M | +46.4% | +7.7% | +38.7% | +46.8% |
| YTD | +29.8% | +23.1% | +6.7% | +29.6% |
| 1Y | +40.5% | +33.6% | +6.8% | +39.9% |
| All | -12.0% | +10.3% | -22.3% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling