+37.8%
CHYM vs BWA
+55.6%
-17.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +1.0% |
| 7D | -2.3% | -1.3% | -0.9% | -2.2% |
| 30D | +4.4% | -2.9% | +7.4% | +4.3% |
| 3M | +91.3% | -10.7% | +102.0% | +91.5% |
| 6M | +44.0% | +26.5% | +17.5% | +44.2% |
| YTD | +31.1% | +49.1% | -18.0% | +17.6% |
| 1Y | +37.8% | +52.1% | -14.2% | +20.1% |
| All | +37.8% | +55.6% | -17.8% | +20.1% |
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