+67.8%
CHYM vs IWD
+33.0%
+34.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +0.3% |
| 7D | +3.7% | +2.5% | +1.2% | -1.6% |
| 30D | +5.6% | +6.0% | -0.4% | -6.6% |
| 3M | +19.7% | +3.8% | +16.0% | +11.0% |
| 6M | +35.3% | +16.3% | +18.9% | -3.0% |
| YTD | +18.7% | +27.5% | -8.8% | -33.7% |
| 1Y | +67.8% | +32.8% | +35.0% | -16.8% |
| All | +67.8% | +33.0% | +34.8% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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