+37.0%
CHYM vs DBX
+20.4%
+16.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | +1.2% |
| 7D | +1.7% | -2.4% | +4.1% | +2.5% |
| 30D | +30.2% | -0.5% | +30.7% | +30.2% |
| 3M | +85.9% | +28.1% | +57.9% | +68.7% |
| 6M | +49.9% | +33.1% | +16.8% | +32.6% |
| YTD | +34.1% | +25.3% | +8.8% | +20.8% |
| 1Y | +37.0% | +18.3% | +18.7% | +25.1% |
| All | +37.0% | +20.4% | +16.6% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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