+37.8%
CHYM vs NIO
-36.7%
+74.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.7% |
| 7D | -2.3% | -2.9% | +0.6% | -2.0% |
| 30D | +4.4% | -18.7% | +23.2% | +6.3% |
| 3M | +91.3% | -29.4% | +120.7% | +96.9% |
| 6M | +44.0% | -32.5% | +76.5% | +48.6% |
| YTD | +31.1% | -27.6% | +58.8% | +34.8% |
| 1Y | +37.8% | -39.2% | +77.1% | +48.5% |
| All | +37.8% | -36.7% | +74.6% | +48.5% |
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