+57.8%
CHYM vs HUM
+60.0%
-2.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.2% |
| 7D | +4.5% | -1.2% | +5.7% | +4.7% |
| 30D | +9.2% | +2.1% | +7.1% | +8.7% |
| 3M | +16.4% | +13.4% | +3.0% | +14.1% |
| 6M | +45.2% | +72.7% | -27.5% | +33.7% |
| YTD | +19.9% | +62.3% | -42.4% | +8.3% |
| 1Y | +57.8% | +57.5% | +0.4% | +41.6% |
| All | +57.8% | +60.0% | -2.1% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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