+37.8%
CHYM vs HDB
-33.5%
+71.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.9% | -5.9% | -1.5% |
| 7D | -2.3% | +0.7% | -2.9% | -2.5% |
| 30D | +4.4% | +1.0% | +3.4% | +4.0% |
| 3M | +91.3% | -2.0% | +93.3% | +91.8% |
| 6M | +44.0% | -18.1% | +62.1% | +48.3% |
| YTD | +31.1% | -36.1% | +67.2% | +31.8% |
| 1Y | +37.8% | -34.0% | +71.9% | +37.4% |
| All | +37.8% | -33.5% | +71.4% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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