-11.1%
CHYM vs MUB
+3.4%
-14.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | -0.2% |
| 7D | -2.3% | -0.8% | -1.4% | -0.2% |
| 30D | +4.4% | -2.4% | +6.8% | +11.6% |
| 3M | +91.3% | -2.8% | +94.1% | +107.5% |
| 6M | +44.0% | -2.2% | +46.2% | +53.2% |
| YTD | +31.1% | -1.6% | +32.7% | +40.3% |
| 1Y | +37.8% | 0.0% | +37.8% | +46.4% |
| All | -11.1% | +3.4% | -14.4% | -10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling