-12.9%
CHYM vs GEN
+3.6%
-16.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -2.8% |
| 7D | +2.1% | -0.7% | +2.8% | +2.5% |
| 30D | +11.0% | +2.6% | +8.4% | +9.5% |
| 3M | +83.9% | +15.8% | +68.1% | +68.9% |
| 6M | +45.3% | +33.1% | +12.2% | +24.4% |
| YTD | +28.4% | +11.3% | +17.1% | +18.5% |
| 1Y | +32.2% | +1.7% | +30.5% | +19.6% |
| All | -12.9% | +3.6% | -16.5% | -13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling