+67.8%
CHYM vs DOCU
+11.6%
+56.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.9% |
| 7D | +3.7% | -3.7% | +7.4% | +5.3% |
| 30D | +5.6% | +15.0% | -9.4% | -0.5% |
| 3M | +19.7% | +39.9% | -20.2% | +2.5% |
| 6M | +35.3% | +66.2% | -30.9% | +3.8% |
| YTD | +18.7% | +17.7% | +1.0% | +3.4% |
| 1Y | +67.8% | +13.7% | +54.1% | +49.7% |
| All | +67.8% | +11.6% | +56.2% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 1y: compounded portfolio wealth divided by compounded DOCU 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…
1y analysis · Full analysis span regression · 6 months rolling