-6.9%
CHYM vs PLTD
-41.8%
+34.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.4% | +6.6% | +7.0% |
| 7D | +3.4% | -0.9% | +4.3% | +3.3% |
| 30D | +12.0% | +1.3% | +10.7% | +12.8% |
| 3M | +102.4% | -32.9% | +135.3% | +82.5% |
| 6M | +52.7% | -24.9% | +77.6% | +47.2% |
| YTD | +37.3% | -18.2% | +55.5% | +37.5% |
| 1Y | +42.2% | -28.7% | +70.9% | +38.7% |
| All | -6.9% | -41.8% | +34.9% | -17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling