+46.4%
CHYM vs ETR
+1.0%
+45.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.3% | -4.1% | -6.3% |
| 7D | -2.9% | -1.9% | -1.0% | -4.0% |
| 30D | +3.0% | -0.2% | +3.2% | +2.9% |
| 3M | +98.7% | -3.7% | +102.5% | +95.4% |
| 6M | +46.4% | +2.1% | +44.4% | +45.6% |
| All | +46.4% | +1.0% | +45.4% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 6mo: compounded portfolio wealth divided by compounded ETR 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…
6mo analysis · Full analysis span regression · 6 months rolling