-15.6%
CHYM vs DOCS
-42.7%
+27.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.0% | +5.8% | +3.9% |
| 7D | +12.1% | -0.8% | +12.9% | +12.1% |
| 30D | +12.2% | +17.4% | -5.2% | +11.3% |
| 3M | +0.3% | +57.4% | -57.1% | -1.9% |
| 6M | +44.2% | +26.5% | +17.6% | +43.8% |
| YTD | +24.5% | -26.6% | +51.1% | +21.2% |
| 1Y | +73.2% | -48.1% | +121.2% | +62.2% |
| All | -15.6% | -42.7% | +27.1% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling