+37.8%
CHYM vs NDAQ
-2.2%
+40.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.5% |
| 7D | -2.3% | -5.6% | +3.3% | +2.7% |
| 30D | +4.4% | -4.4% | +8.8% | +8.3% |
| 3M | +91.3% | +5.9% | +85.4% | +79.2% |
| 6M | +44.0% | +7.7% | +36.2% | +31.0% |
| YTD | +31.1% | -5.2% | +36.3% | +36.2% |
| 1Y | +37.8% | -3.4% | +41.2% | +33.7% |
| All | +37.8% | -2.2% | +40.0% | +33.7% |
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