+37.8%
CHYM vs INDA
-8.4%
+46.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | +0.1% | +0.1% |
| 7D | -2.3% | -2.7% | +0.4% | +0.5% |
| 30D | +4.4% | -2.8% | +7.2% | +7.4% |
| 3M | +91.3% | +1.6% | +89.7% | +88.3% |
| 6M | +44.0% | -1.4% | +45.4% | +43.9% |
| YTD | +31.1% | -10.1% | +41.2% | +36.5% |
| 1Y | +37.8% | -8.8% | +46.6% | +44.8% |
| All | +37.8% | -8.4% | +46.3% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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