-9.6%
CHYM vs DOCS
-41.3%
+31.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +7.1% | +2.6% | +4.5% | +6.9% |
| 30D | +15.7% | +11.4% | +4.3% | +15.0% |
| 3M | +4.3% | +25.4% | -21.1% | +3.1% |
| 6M | +92.9% | +42.5% | +50.4% | +89.5% |
| YTD | +33.3% | -24.7% | +58.0% | +29.6% |
| 1Y | +74.8% | -32.9% | +107.8% | +68.1% |
| All | -9.6% | -41.3% | +31.7% | -12.0% |
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