-12.9%
CHYM vs DOCS
-57.0%
+44.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.3% | +3.0% | -4.0% |
| 7D | +2.1% | -7.3% | +9.4% | +2.4% |
| 30D | +11.0% | -10.9% | +21.9% | +11.4% |
| 3M | +83.9% | +20.3% | +63.6% | +81.2% |
| 6M | +45.3% | -3.6% | +49.0% | +45.4% |
| YTD | +28.4% | -44.9% | +73.2% | +26.6% |
| 1Y | +32.2% | -64.9% | +97.1% | +27.3% |
| All | -12.9% | -57.0% | +44.0% | -14.1% |
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