-9.6%
CHYM vs HAS
+82.0%
-91.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.3% | +1.9% |
| 7D | +7.1% | +1.4% | +5.7% | +6.5% |
| 30D | +15.7% | +26.3% | -10.6% | +4.4% |
| 3M | +4.3% | +25.6% | -21.3% | -5.8% |
| 6M | +92.9% | +30.3% | +62.7% | +69.7% |
| YTD | +33.3% | +50.4% | -17.1% | +6.8% |
| 1Y | +74.8% | +57.7% | +17.1% | +36.4% |
| All | -9.6% | +82.0% | -91.6% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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