+37.0%
CHYM vs HSY
-3.5%
+40.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.3% |
| 7D | +1.7% | -3.3% | +5.0% | +1.5% |
| 30D | +30.2% | -2.8% | +33.1% | +30.1% |
| 3M | +85.9% | -4.5% | +90.4% | +85.0% |
| 6M | +49.9% | -24.2% | +74.1% | +46.8% |
| YTD | +34.1% | -2.7% | +36.9% | +28.6% |
| 1Y | +37.0% | -3.7% | +40.8% | +32.1% |
| All | +37.0% | -3.5% | +40.5% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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