+67.8%
CHYM vs MAS
+40.8%
+27.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +5.6% | +0.3% | +4.3% |
| 7D | +3.7% | +14.2% | -10.4% | -0.1% |
| 30D | +5.6% | +26.8% | -21.2% | -1.3% |
| 3M | +19.7% | +13.1% | +6.6% | +15.1% |
| 6M | +35.3% | +27.9% | +7.4% | +23.7% |
| YTD | +18.7% | +38.7% | -20.0% | +2.6% |
| 1Y | +67.8% | +40.4% | +27.4% | +42.0% |
| All | +67.8% | +40.8% | +27.0% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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