-15.6%
CHYM vs DOCU
+2.2%
-17.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.7% | +5.5% | +4.5% |
| 7D | +12.1% | -5.5% | +17.6% | +14.7% |
| 30D | +12.2% | +12.6% | -0.5% | +6.3% |
| 3M | +0.3% | +36.4% | -36.1% | -13.6% |
| 6M | +44.2% | +66.8% | -22.6% | +10.0% |
| YTD | +24.5% | +13.5% | +11.0% | +10.7% |
| 1Y | +73.2% | +11.3% | +61.9% | +54.7% |
| All | -15.6% | +2.2% | -17.8% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling