-6.9%
CHYM vs PLTU
-7.6%
+0.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.8% | +7.7% | +7.1% |
| 7D | +3.4% | -0.8% | +4.2% | +3.3% |
| 30D | +12.0% | -8.8% | +20.8% | +12.8% |
| 3M | +102.4% | +41.7% | +60.7% | +82.2% |
| 6M | +52.7% | -9.3% | +62.0% | +46.6% |
| YTD | +37.3% | -35.2% | +72.5% | +36.9% |
| 1Y | +42.2% | -29.5% | +71.7% | +37.2% |
| All | -6.9% | -7.6% | +0.7% | -19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling