+37.0%
CHYM vs OPEN
-38.6%
+75.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +1.7% | -4.3% | +5.9% | +2.3% |
| 30D | +30.2% | -16.2% | +46.5% | +32.8% |
| 3M | +85.9% | -36.4% | +122.3% | +95.7% |
| 6M | +49.9% | -35.5% | +85.4% | +57.3% |
| YTD | +34.1% | -46.0% | +80.1% | +42.3% |
| 1Y | +37.0% | -47.1% | +84.2% | +44.9% |
| All | +37.0% | -38.6% | +75.6% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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