-12.0%
CHYM vs NIO
-2.5%
-9.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.2% | -2.2% | -5.2% |
| 7D | -2.9% | -7.3% | +4.3% | -2.4% |
| 30D | +3.0% | -22.5% | +25.5% | +4.8% |
| 3M | +98.7% | -30.9% | +129.6% | +103.8% |
| 6M | +46.4% | -37.2% | +83.6% | +50.8% |
| YTD | +29.8% | -29.8% | +59.6% | +32.7% |
| 1Y | +40.5% | -37.4% | +77.9% | +43.9% |
| All | -12.0% | -2.5% | -9.5% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling