+57.8%
CHYM vs NVMI
-14.5%
+72.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.1% | +6.1% | +1.5% |
| 7D | +4.5% | -16.2% | +20.8% | +6.4% |
| 30D | +9.2% | -28.9% | +38.1% | +13.0% |
| 3M | +16.4% | -30.3% | +46.8% | +20.4% |
| 6M | +45.2% | -45.6% | +90.8% | +55.0% |
| YTD | +19.9% | -14.6% | +34.5% | +3.3% |
| 1Y | +57.8% | -18.1% | +75.9% | +39.5% |
| All | +57.8% | -14.5% | +72.4% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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