-12.0%
CHYM vs NDAQ
+7.9%
-19.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.3% | -3.1% | -3.5% |
| 7D | -2.9% | -6.8% | +3.9% | +3.0% |
| 30D | +3.0% | -3.2% | +6.1% | +5.5% |
| 3M | +98.7% | +6.5% | +92.2% | +85.5% |
| 6M | +46.4% | +5.7% | +40.7% | +36.9% |
| YTD | +29.8% | -4.6% | +34.4% | +33.4% |
| 1Y | +40.5% | -1.6% | +42.0% | +36.2% |
| All | -12.0% | +7.9% | -19.9% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling