+57.8%
CHYM vs HBM
+35.9%
+22.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.4% | +8.4% | +2.4% |
| 7D | +4.5% | -11.9% | +16.4% | +6.9% |
| 30D | +9.2% | -23.6% | +32.8% | +14.4% |
| 3M | +16.4% | -20.5% | +37.0% | +20.8% |
| 6M | +45.2% | -7.9% | +53.0% | +45.1% |
| YTD | +19.9% | +3.8% | +16.1% | +4.8% |
| 1Y | +57.8% | +31.7% | +26.1% | +15.7% |
| All | +57.8% | +35.9% | +22.0% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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