+37.8%
CHYM vs IAU
+19.7%
+18.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | -2.3% | -2.0% | -0.2% | -1.6% |
| 30D | +4.4% | -1.5% | +6.0% | +4.9% |
| 3M | +91.3% | +3.3% | +88.0% | +89.7% |
| 6M | +44.0% | -16.2% | +60.2% | +46.6% |
| YTD | +31.1% | +0.7% | +30.4% | +26.1% |
| 1Y | +37.8% | +19.2% | +18.6% | +23.2% |
| All | +37.8% | +19.7% | +18.1% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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