+37.8%
CHYM vs QID
-34.8%
+72.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | 0.0% |
| 7D | -2.3% | +1.3% | -3.5% | -1.4% |
| 30D | +4.4% | +2.9% | +1.5% | +6.5% |
| 3M | +91.3% | -0.7% | +92.0% | +93.4% |
| 6M | +44.0% | -29.7% | +73.7% | +12.6% |
| YTD | +31.1% | -27.9% | +59.0% | +5.9% |
| 1Y | +37.8% | -34.6% | +72.4% | +2.5% |
| All | +37.8% | -34.8% | +72.6% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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