-11.1%
CHYM vs NVDX
+65.4%
-76.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -2.3% | -10.2% | +8.0% | -0.2% |
| 30D | +4.4% | -7.3% | +11.8% | +5.6% |
| 3M | +91.3% | +5.5% | +85.8% | +86.2% |
| 6M | +44.0% | +18.3% | +25.7% | +33.8% |
| YTD | +31.1% | +11.4% | +19.7% | +21.5% |
| 1Y | +37.8% | +12.7% | +25.2% | +24.0% |
| All | -11.1% | +65.4% | -76.5% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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