-11.1%
CHYM vs FND
-36.7%
+25.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.7% |
| 7D | -2.3% | -5.8% | +3.5% | -0.6% |
| 30D | +4.4% | -20.2% | +24.6% | +11.2% |
| 3M | +91.3% | -12.0% | +103.3% | +94.6% |
| 6M | +44.0% | -18.5% | +62.5% | +48.4% |
| YTD | +31.1% | -22.3% | +53.4% | +36.9% |
| 1Y | +37.8% | -47.6% | +85.5% | +49.8% |
| All | -11.1% | -36.7% | +25.6% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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