+37.0%
CHYM vs NDAQ
+4.3%
+32.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.9% |
| 7D | +1.7% | -2.4% | +4.1% | +3.7% |
| 30D | +30.2% | +2.5% | +27.8% | +27.3% |
| 3M | +85.9% | +9.9% | +76.0% | +69.6% |
| 6M | +49.9% | +9.4% | +40.5% | +36.5% |
| YTD | +34.1% | +0.4% | +33.7% | +32.6% |
| 1Y | +37.0% | +4.0% | +33.0% | +25.1% |
| All | +37.0% | +4.3% | +32.7% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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