+37.0%
CHYM vs PSA
+7.3%
+29.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.6% |
| 7D | +1.7% | -3.7% | +5.4% | +2.7% |
| 30D | +30.2% | -7.7% | +38.0% | +33.0% |
| 3M | +85.9% | -0.6% | +86.5% | +85.0% |
| 6M | +49.9% | -0.9% | +50.8% | +45.3% |
| YTD | +34.1% | +18.7% | +15.5% | +26.5% |
| 1Y | +37.0% | +7.6% | +29.4% | +28.2% |
| All | +37.0% | +7.3% | +29.8% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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