+37.0%
CHYM vs HTZ
-58.1%
+95.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | +1.7% | +7.5% | -5.8% | +0.9% |
| 30D | +30.2% | +47.4% | -17.2% | +23.4% |
| 3M | +85.9% | -54.9% | +140.8% | +87.9% |
| 6M | +49.9% | -47.0% | +96.9% | +48.6% |
| YTD | +34.1% | -55.3% | +89.4% | +35.1% |
| 1Y | +37.0% | -57.6% | +94.7% | +36.7% |
| All | +37.0% | -58.1% | +95.1% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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