+37.0%
CHYM vs PLUG
+45.6%
-8.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.1% |
| 7D | +1.7% | -0.9% | +2.6% | +1.8% |
| 30D | +30.2% | +3.3% | +26.9% | +29.3% |
| 3M | +85.9% | -39.7% | +125.6% | +101.0% |
| 6M | +49.9% | -12.5% | +62.4% | +48.8% |
| YTD | +34.1% | +10.2% | +24.0% | +26.1% |
| 1Y | +37.0% | +50.7% | -13.7% | +21.5% |
| All | +37.0% | +45.6% | -8.6% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling