+37.8%
CHYM vs FE
+11.2%
+26.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +0.9% |
| 7D | -2.3% | -1.4% | -0.9% | -3.0% |
| 30D | +4.4% | -1.9% | +6.3% | +3.4% |
| 3M | +91.3% | -0.2% | +91.5% | +90.9% |
| 6M | +44.0% | -7.1% | +51.1% | +39.1% |
| YTD | +31.1% | +6.1% | +25.0% | +33.1% |
| 1Y | +37.8% | +10.1% | +27.8% | +52.1% |
| All | +37.8% | +11.2% | +26.6% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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