+37.8%
CHYM vs MSFU
-19.1%
+57.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.6% |
| 7D | -2.3% | -1.8% | -0.5% | -1.6% |
| 30D | +4.4% | +0.5% | +3.9% | +4.0% |
| 3M | +91.3% | +51.9% | +39.4% | +63.0% |
| 6M | +44.0% | +35.0% | +9.0% | +25.5% |
| YTD | +31.1% | -9.0% | +40.1% | +23.9% |
| 1Y | +37.8% | -18.8% | +56.7% | +34.4% |
| All | +37.8% | -19.1% | +57.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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