-11.1%
CHYM vs DHI
+12.6%
-23.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.8% |
| 7D | -2.3% | -3.4% | +1.2% | -1.8% |
| 30D | +4.4% | -5.4% | +9.9% | +5.2% |
| 3M | +91.3% | -10.4% | +101.7% | +93.3% |
| 6M | +44.0% | -2.8% | +46.7% | +43.4% |
| YTD | +31.1% | -3.4% | +34.5% | +30.0% |
| 1Y | +37.8% | -22.9% | +60.8% | +34.1% |
| All | -11.1% | +12.6% | -23.7% | -7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling