+42.2%
CHYM vs GD
+11.5%
+30.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.1% | +8.0% | +7.5% |
| 7D | +3.4% | -3.1% | +6.5% | +5.0% |
| 30D | +12.0% | -10.9% | +22.9% | +18.8% |
| 3M | +102.4% | +2.5% | +99.9% | +96.2% |
| 6M | +52.7% | -1.7% | +54.4% | +56.5% |
| YTD | +37.3% | +6.1% | +31.1% | +26.5% |
| 1Y | +42.2% | +11.7% | +30.5% | +33.9% |
| All | +42.2% | +11.5% | +30.7% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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