-12.9%
CHYM vs NIO
+3.3%
-16.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.3% |
| 7D | +2.1% | -6.7% | +8.7% | +2.5% |
| 30D | +11.0% | -20.0% | +31.1% | +12.8% |
| 3M | +83.9% | -30.5% | +114.4% | +88.7% |
| 6M | +45.3% | -20.7% | +66.1% | +47.7% |
| YTD | +28.4% | -25.7% | +54.1% | +30.7% |
| 1Y | +32.2% | -38.6% | +70.8% | +35.6% |
| All | -12.9% | +3.3% | -16.2% | -10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling