-12.0%
CHYM vs PLTD
-40.5%
+28.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.3% | -7.7% | -4.8% |
| 7D | -2.9% | +9.9% | -12.8% | -0.1% |
| 30D | +3.0% | +3.8% | -0.9% | +4.5% |
| 3M | +98.7% | -32.3% | +131.0% | +79.4% |
| 6M | +46.4% | -25.9% | +72.3% | +40.3% |
| YTD | +29.8% | -16.4% | +46.2% | +30.9% |
| 1Y | +40.5% | -25.2% | +65.6% | +39.3% |
| All | -12.0% | -40.5% | +28.5% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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