+37.0%
CHYM vs HUBB
+8.5%
+28.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.7% | +0.5% | +1.1% | +1.5% |
| 30D | +30.2% | -10.0% | +40.3% | +33.6% |
| 3M | +85.9% | -4.8% | +90.7% | +84.6% |
| 6M | +49.9% | -5.6% | +55.5% | +46.6% |
| YTD | +34.1% | +4.7% | +29.5% | +18.2% |
| 1Y | +37.0% | +6.7% | +30.3% | +16.5% |
| All | +37.0% | +8.5% | +28.6% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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