-11.1%
CHYM vs ONTO
+187.0%
-198.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.5% |
| 7D | -2.3% | +4.9% | -7.2% | -2.8% |
| 30D | +4.4% | -16.6% | +21.1% | +6.4% |
| 3M | +91.3% | -7.3% | +98.6% | +88.2% |
| 6M | +44.0% | +45.9% | -1.9% | +25.4% |
| YTD | +31.1% | +78.2% | -47.1% | +6.0% |
| 1Y | +37.8% | +159.8% | -122.0% | +7.8% |
| All | -11.1% | +187.0% | -198.1% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 5y: compounded portfolio wealth divided by compounded ONTO 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…
5y analysis · Full analysis span regression · 6 months rolling