-6.9%
CHYM vs MSCI
+2.2%
-9.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.6% | +6.4% | +6.7% |
| 7D | +3.4% | -1.1% | +4.5% | +3.9% |
| 30D | +12.0% | -1.2% | +13.2% | +12.5% |
| 3M | +102.4% | -8.4% | +110.8% | +106.8% |
| 6M | +52.7% | -1.0% | +53.7% | +50.5% |
| YTD | +37.3% | -2.3% | +39.5% | +36.3% |
| 1Y | +42.2% | -1.2% | +43.4% | +40.1% |
| All | -6.9% | +2.2% | -9.1% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 3y: compounded portfolio wealth divided by compounded MSCI 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…
3y analysis · Full analysis span regression · 6 months rolling