+37.0%
CHYM vs NIO
-37.4%
+74.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.5% |
| 7D | +1.7% | -13.0% | +14.7% | +3.1% |
| 30D | +30.2% | -18.3% | +48.5% | +32.9% |
| 3M | +85.9% | -33.2% | +119.1% | +93.7% |
| 6M | +49.9% | -21.5% | +71.4% | +53.1% |
| YTD | +34.1% | -25.5% | +59.6% | +37.7% |
| 1Y | +37.0% | -38.0% | +75.0% | +45.7% |
| All | +37.0% | -37.4% | +74.4% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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