-12.9%
CHYM vs HTZ
-65.6%
+52.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.0% | +0.7% | -3.8% |
| 7D | +2.1% | -2.5% | +4.5% | +2.3% |
| 30D | +11.0% | -3.7% | +14.8% | +10.7% |
| 3M | +83.9% | -57.0% | +140.9% | +88.4% |
| 6M | +45.3% | -47.0% | +92.3% | +44.7% |
| YTD | +28.4% | -57.5% | +85.9% | +30.8% |
| 1Y | +32.2% | -63.5% | +95.7% | +36.1% |
| All | -12.9% | -65.6% | +52.7% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling