+37.8%
CHYM vs HUM
+50.8%
-12.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | +0.7% |
| 7D | -2.3% | +2.1% | -4.3% | -2.5% |
| 30D | +4.4% | +5.4% | -1.0% | +3.7% |
| 3M | +91.3% | +11.4% | +79.9% | +88.4% |
| 6M | +44.0% | +141.5% | -97.5% | +25.2% |
| YTD | +31.1% | +61.2% | -30.1% | +19.7% |
| 1Y | +37.8% | +49.2% | -11.3% | +26.3% |
| All | +37.8% | +50.8% | -12.9% | +26.3% |
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