-11.1%
CHYM vs FIVN
+8.8%
-19.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.3% | +0.6% |
| 7D | -2.3% | -7.8% | +5.6% | 0.0% |
| 30D | +4.4% | -1.7% | +6.2% | +4.7% |
| 3M | +91.3% | +47.2% | +44.1% | +62.8% |
| 6M | +44.0% | +82.7% | -38.7% | +7.4% |
| YTD | +31.1% | +52.9% | -21.8% | +5.5% |
| 1Y | +37.8% | +17.5% | +20.4% | +25.5% |
| All | -11.1% | +8.8% | -19.9% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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