+67.8%
CHYM vs NVT
+3.0%
+64.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -12.7% | +18.6% | +7.2% |
| 7D | +3.7% | -19.5% | +23.2% | +6.2% |
| 30D | +5.6% | -32.4% | +38.0% | +10.8% |
| 3M | +19.7% | -30.3% | +50.1% | +24.1% |
| 6M | +35.3% | -30.4% | +65.7% | +38.6% |
| YTD | +18.7% | +11.3% | +7.3% | -4.4% |
| 1Y | +67.8% | +3.6% | +64.2% | +47.8% |
| All | +67.8% | +3.0% | +64.8% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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