+37.8%
CHYM vs RACE
-12.0%
+49.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.2% | +0.4% |
| 7D | -2.3% | +0.9% | -3.2% | -2.7% |
| 30D | +4.4% | +1.6% | +2.8% | +3.6% |
| 3M | +91.3% | +13.2% | +78.1% | +80.0% |
| 6M | +44.0% | +22.9% | +21.1% | +31.6% |
| YTD | +31.1% | +13.3% | +17.9% | +20.8% |
| 1Y | +37.8% | -12.7% | +50.5% | +28.0% |
| All | +37.8% | -12.0% | +49.9% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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