-6.9%
CHYM vs MUB
+3.7%
-10.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.5% | +7.5% | +8.2% |
| 7D | +3.4% | -0.7% | +4.1% | +5.2% |
| 30D | +12.0% | -2.0% | +14.0% | +18.2% |
| 3M | +102.4% | -2.5% | +104.9% | +117.6% |
| 6M | +52.7% | -2.3% | +55.0% | +61.2% |
| YTD | +37.3% | -1.3% | +38.6% | +45.6% |
| 1Y | +42.2% | +1.1% | +41.1% | +47.8% |
| All | -6.9% | +3.7% | -10.6% | -6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling