+67.8%
CHYM vs EMB
+0.7%
+67.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.0% | +4.9% | +2.8% |
| 7D | +3.7% | +0.7% | +3.0% | +1.6% |
| 30D | +5.6% | +2.3% | +3.3% | -1.5% |
| 3M | +19.7% | -2.5% | +22.2% | +30.4% |
| 6M | +35.3% | -1.1% | +36.4% | +42.7% |
| YTD | +18.7% | -0.6% | +19.3% | +21.2% |
| 1Y | +67.8% | +0.6% | +67.2% | +69.0% |
| All | +67.8% | +0.7% | +67.1% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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