+37.8%
CHYM vs DHI
-21.2%
+59.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.6% |
| 7D | -2.3% | -3.4% | +1.2% | -1.4% |
| 30D | +4.4% | -5.4% | +9.9% | +5.9% |
| 3M | +91.3% | -10.4% | +101.7% | +95.5% |
| 6M | +44.0% | -2.8% | +46.7% | +42.5% |
| YTD | +31.1% | -3.4% | +34.5% | +27.9% |
| 1Y | +37.8% | -22.9% | +60.8% | +28.9% |
| All | +37.8% | -21.2% | +59.0% | +28.9% |
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