+37.8%
CHYM vs QQQI
+16.9%
+20.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.2% |
| 7D | -2.3% | -0.3% | -1.9% | -1.7% |
| 30D | +4.4% | -0.3% | +4.7% | +4.9% |
| 3M | +91.3% | +1.3% | +90.0% | +86.3% |
| 6M | +44.0% | +11.5% | +32.5% | +16.4% |
| YTD | +31.1% | +11.3% | +19.8% | +6.3% |
| 1Y | +37.8% | +16.9% | +21.0% | -3.0% |
| All | +37.8% | +16.9% | +20.9% | -3.0% |
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