+67.8%
CHYM vs MUB
+0.1%
+67.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.5% | +4.5% |
| 7D | +3.7% | +0.6% | +3.1% | +1.8% |
| 30D | +5.6% | +3.2% | +2.4% | -5.3% |
| 3M | +19.7% | -1.1% | +20.8% | +28.2% |
| 6M | +35.3% | -1.1% | +36.4% | +46.8% |
| YTD | +18.7% | -0.5% | +19.1% | +29.4% |
| 1Y | +67.8% | 0.0% | +67.8% | +81.9% |
| All | +67.8% | +0.1% | +67.7% | +81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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