+67.8%
CHYM vs HUBB
-4.0%
+71.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.5% | +8.4% | +6.3% |
| 7D | +3.7% | +0.2% | +3.5% | +3.6% |
| 30D | +5.6% | -8.8% | +14.4% | +7.2% |
| 3M | +19.7% | -12.5% | +32.2% | +22.3% |
| 6M | +35.3% | -14.5% | +49.8% | +38.6% |
| YTD | +18.7% | -0.4% | +19.1% | +0.8% |
| 1Y | +67.8% | -3.4% | +71.3% | +49.8% |
| All | +67.8% | -4.0% | +71.8% | +49.8% |
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