+67.8%
CHYM vs BWA
+17.4%
+50.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.5% | +8.5% | +5.9% |
| 7D | +3.7% | -9.9% | +13.6% | +3.6% |
| 30D | +5.6% | -16.4% | +21.9% | +5.4% |
| 3M | +19.7% | -19.8% | +39.6% | +19.2% |
| 6M | +35.3% | -10.0% | +45.2% | +35.6% |
| YTD | +18.7% | +12.7% | +5.9% | +3.6% |
| 1Y | +67.8% | +15.7% | +52.2% | +42.6% |
| All | +67.8% | +17.4% | +50.4% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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