-6.9%
CHYM vs OVV
+66.1%
-73.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.4% | +6.5% | +7.0% |
| 7D | +3.4% | -3.8% | +7.2% | +2.8% |
| 30D | +12.0% | +1.3% | +10.7% | +12.2% |
| 3M | +102.4% | +14.3% | +88.1% | +107.3% |
| 6M | +52.7% | +21.1% | +31.6% | +56.7% |
| YTD | +37.3% | +66.0% | -28.8% | +45.5% |
| 1Y | +42.2% | +59.3% | -17.1% | +47.0% |
| All | -6.9% | +66.1% | -73.0% | +0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling