+92.9%
CHYM vs PLUG
-69.2%
+162.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -10.5% | +12.1% | +2.9% |
| 7D | +7.1% | -23.4% | +30.5% | +10.7% |
| 30D | +15.7% | -23.4% | +39.1% | +19.5% |
| 3M | +4.3% | -51.7% | +56.0% | +13.7% |
| 6M | +92.9% | -72.0% | +164.9% | +132.6% |
| All | +92.9% | -69.2% | +162.1% | +132.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling