+46.4%
CHYM vs HRB
+49.0%
-2.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.9% | -5.5% |
| 7D | -2.9% | -12.2% | +9.3% | -4.3% |
| 30D | +3.0% | -3.0% | +5.9% | +3.4% |
| 3M | +98.7% | +21.7% | +77.0% | +109.4% |
| 6M | +46.4% | +52.3% | -5.9% | +67.5% |
| All | +46.4% | +49.0% | -2.6% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 6mo: compounded portfolio wealth divided by compounded HRB 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…
6mo analysis · Full analysis span regression · 6 months rolling