-12.0%
CHYM vs GEN
+4.1%
-16.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.7% | -6.1% | -5.8% |
| 7D | -2.9% | -4.3% | +1.4% | -0.6% |
| 30D | +3.0% | +3.8% | -0.8% | +0.9% |
| 3M | +98.7% | +22.3% | +76.5% | +77.4% |
| 6M | +46.4% | +39.0% | +7.5% | +21.8% |
| YTD | +29.8% | +11.9% | +17.9% | +19.4% |
| 1Y | +40.5% | +4.5% | +35.9% | +27.2% |
| All | -12.0% | +4.1% | -16.1% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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