-9.0%
CHYM vs HAS
+39.7%
-48.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +1.7% | -1.8% | +3.5% | +2.5% |
| 30D | +30.2% | +2.3% | +28.0% | +29.0% |
| 3M | +85.9% | +10.4% | +75.5% | +77.6% |
| 6M | +49.9% | -3.2% | +53.1% | +50.1% |
| YTD | +34.1% | +15.4% | +18.7% | +20.8% |
| 1Y | +37.0% | +18.8% | +18.2% | +20.5% |
| All | -9.0% | +39.7% | -48.8% | -20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling