+67.8%
CHYM vs NI
+9.5%
+58.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.4% | +5.9% |
| 7D | +3.7% | +3.9% | -0.2% | +3.8% |
| 30D | +5.6% | +15.3% | -9.7% | +5.9% |
| 3M | +19.7% | +2.4% | +17.3% | +19.2% |
| 6M | +35.3% | -4.5% | +39.8% | +35.2% |
| YTD | +18.7% | +11.4% | +7.3% | +9.0% |
| 1Y | +67.8% | +8.5% | +59.3% | +61.7% |
| All | +67.8% | +9.5% | +58.3% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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