-11.1%
CHYM vs DINO
+196.3%
-207.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -2.3% | +2.3% | -4.6% | -2.2% |
| 30D | +4.4% | +22.6% | -18.2% | +4.4% |
| 3M | +91.3% | +55.2% | +36.1% | +91.7% |
| 6M | +44.0% | +93.8% | -49.8% | +42.5% |
| YTD | +31.1% | +139.5% | -108.4% | +23.7% |
| 1Y | +37.8% | +115.3% | -77.5% | +33.3% |
| All | -11.1% | +196.3% | -207.4% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 5y: compounded portfolio wealth divided by compounded DINO 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…
5y analysis · Full analysis span regression · 6 months rolling