+37.0%
CHYM vs OVV
+61.5%
-24.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.2% |
| 7D | +1.7% | +0.3% | +1.4% | +1.7% |
| 30D | +30.2% | +11.7% | +18.5% | +31.0% |
| 3M | +85.9% | +9.8% | +76.1% | +87.6% |
| 6M | +49.9% | +26.6% | +23.3% | +47.6% |
| YTD | +34.1% | +67.0% | -32.9% | +26.1% |
| 1Y | +37.0% | +55.9% | -18.9% | +24.5% |
| All | +37.0% | +61.5% | -24.5% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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