+37.8%
CHYM vs CFG
+40.1%
-2.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | 0.0% |
| 7D | -2.3% | -0.4% | -1.8% | -1.9% |
| 30D | +4.4% | -4.6% | +9.1% | +8.2% |
| 3M | +91.3% | +6.7% | +84.6% | +76.1% |
| 6M | +44.0% | +22.1% | +21.9% | +14.9% |
| YTD | +31.1% | +23.2% | +7.9% | +2.5% |
| 1Y | +37.8% | +40.3% | -2.4% | -8.3% |
| All | +37.8% | +40.1% | -2.3% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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