+67.8%
CHYM vs CG
-14.1%
+81.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.5% | +1.4% | +2.7% |
| 7D | +3.7% | +9.4% | -5.7% | -2.6% |
| 30D | +5.6% | +8.7% | -3.1% | -0.6% |
| 3M | +19.7% | -15.0% | +34.7% | +34.0% |
| 6M | +35.3% | -13.2% | +48.5% | +50.1% |
| YTD | +18.7% | -26.2% | +44.8% | +49.8% |
| 1Y | +67.8% | -14.1% | +81.9% | +90.8% |
| All | +67.8% | -14.1% | +81.9% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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