-11.1%
CHYM vs PLTU
-10.2%
-0.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.8% |
| 7D | -2.3% | -8.1% | +5.9% | -1.0% |
| 30D | +4.4% | -7.0% | +11.5% | +4.9% |
| 3M | +91.3% | +40.0% | +51.3% | +72.3% |
| 6M | +44.0% | -6.0% | +50.0% | +37.3% |
| YTD | +31.1% | -37.1% | +68.2% | +31.3% |
| 1Y | +37.8% | -33.1% | +71.0% | +34.3% |
| All | -11.1% | -10.2% | -0.9% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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