+42.2%
CHYM vs FGI
+93.3%
-51.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.4% | +4.5% | +6.9% |
| 7D | +3.4% | +14.7% | -11.3% | +3.0% |
| 30D | +12.0% | +67.0% | -55.0% | +8.4% |
| 3M | +102.4% | +31.0% | +71.4% | +97.1% |
| 6M | +52.7% | +126.8% | -74.1% | +42.7% |
| YTD | +37.3% | +35.6% | +1.7% | +31.2% |
| 1Y | +42.2% | +108.9% | -66.7% | +35.6% |
| All | +42.2% | +93.3% | -51.1% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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