+37.8%
CHYM vs NXT
+23.4%
+14.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.8% |
| 7D | -2.3% | -1.9% | -0.3% | -2.1% |
| 30D | +4.4% | -20.0% | +24.5% | +6.9% |
| 3M | +91.3% | -30.7% | +122.0% | +98.5% |
| 6M | +44.0% | -29.0% | +72.9% | +46.2% |
| YTD | +31.1% | -4.8% | +36.0% | +17.0% |
| 1Y | +37.8% | +22.8% | +15.0% | +8.2% |
| All | +37.8% | +23.4% | +14.5% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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