-9.6%
CHYM vs NIO
-21.0%
+11.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.9% | +6.5% | +2.0% |
| 7D | +7.1% | -14.5% | +21.5% | +8.5% |
| 30D | +15.7% | -15.0% | +30.6% | +17.2% |
| 3M | +4.3% | -35.6% | +39.8% | +7.6% |
| 6M | +92.9% | -55.7% | +148.6% | +104.6% |
| YTD | +33.3% | -43.1% | +76.4% | +38.5% |
| 1Y | +74.8% | -53.5% | +128.4% | +83.7% |
| All | -9.6% | -21.0% | +11.4% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling