+57.8%
CHYM vs DHI
+9.9%
+48.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +4.5% | +7.6% | -3.0% | +2.4% |
| 30D | +9.2% | +15.3% | -6.1% | +4.9% |
| 3M | +16.4% | +4.4% | +12.0% | +14.5% |
| 6M | +45.2% | +8.3% | +36.9% | +40.6% |
| YTD | +19.9% | +10.4% | +9.5% | +12.0% |
| 1Y | +57.8% | +9.8% | +48.0% | +48.5% |
| All | +57.8% | +9.9% | +48.0% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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