-10.9%
CHYM vs DOCS
-41.5%
+30.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.8% | +1.5% |
| 7D | +10.7% | -4.2% | +14.9% | +11.0% |
| 30D | +8.6% | +8.6% | 0.0% | +8.1% |
| 3M | +4.3% | +27.2% | -23.0% | +3.1% |
| 6M | +81.5% | +26.5% | +55.0% | +81.4% |
| YTD | +31.4% | -25.0% | +56.4% | +27.8% |
| 1Y | +62.2% | -37.0% | +99.2% | +54.7% |
| All | -10.9% | -41.5% | +30.6% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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