+57.8%
CHYM vs NUE
+72.6%
-14.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.3% | +9.3% | +2.4% |
| 7D | +4.5% | -10.8% | +15.3% | +6.5% |
| 30D | +9.2% | -2.1% | +11.3% | +9.1% |
| 3M | +16.4% | -10.4% | +26.8% | +17.8% |
| 6M | +45.2% | +6.4% | +38.8% | +39.2% |
| YTD | +19.9% | +51.9% | -32.0% | -3.5% |
| 1Y | +57.8% | +71.1% | -13.3% | +24.0% |
| All | +57.8% | +72.6% | -14.8% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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