+57.8%
CHYM vs QQQI
+2.7%
+55.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.7% | +6.7% | +6.9% |
| 7D | +4.5% | -8.5% | +13.0% | +14.5% |
| 30D | +9.2% | -12.7% | +21.9% | +26.4% |
| 3M | +16.4% | -7.7% | +24.1% | +25.3% |
| 6M | +45.2% | -4.6% | +49.8% | +46.1% |
| YTD | +19.9% | +2.1% | +17.8% | +6.5% |
| 1Y | +57.8% | +2.1% | +55.8% | +41.4% |
| All | +57.8% | +2.7% | +55.1% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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