+82.7%
CHYM vs Q
+78.4%
+4.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.8% | +5.2% | +6.5% |
| 7D | +3.4% | +6.6% | -3.2% | +1.8% |
| 30D | +12.0% | -6.6% | +18.6% | +13.4% |
| 3M | +102.4% | -13.2% | +115.6% | +105.1% |
| 6M | +52.7% | +9.9% | +42.7% | +39.9% |
| YTD | +37.3% | +53.9% | -16.7% | +8.9% |
| All | +82.7% | +78.4% | +4.3% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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