+44.0%
CHYM vs MGY
-2.5%
+46.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.1% |
| 7D | -2.3% | +3.5% | -5.8% | -1.2% |
| 30D | +4.4% | +5.3% | -0.8% | +6.2% |
| 3M | +91.3% | +2.6% | +88.7% | +88.6% |
| 6M | +44.0% | -3.3% | +47.3% | +39.2% |
| All | +44.0% | -2.5% | +46.5% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 6mo: compounded portfolio wealth divided by compounded MGY 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…
6mo analysis · Full analysis span regression · 6 months rolling