-11.1%
CHYM vs HBM
+183.3%
-194.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -2.3% | -3.3% | +1.0% | -1.7% |
| 30D | +4.4% | -4.8% | +9.3% | +5.2% |
| 3M | +91.3% | -0.4% | +91.7% | +89.9% |
| 6M | +44.0% | +17.9% | +26.1% | +37.5% |
| YTD | +31.1% | +33.7% | -2.6% | +16.9% |
| 1Y | +37.8% | +95.6% | -57.7% | +10.8% |
| All | -11.1% | +183.3% | -194.3% | -34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling