-11.1%
CHYM vs DOV
+7.8%
-18.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | -2.3% | -2.0% | -0.3% | -1.4% |
| 30D | +4.4% | -8.9% | +13.3% | +9.1% |
| 3M | +91.3% | -13.3% | +104.6% | +103.4% |
| 6M | +44.0% | -9.7% | +53.6% | +49.1% |
| YTD | +31.1% | -2.5% | +33.6% | +27.1% |
| 1Y | +37.8% | +7.2% | +30.6% | +25.9% |
| All | -11.1% | +7.8% | -18.9% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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