+40.5%
CHYM vs ROIV
+203.5%
-163.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.1% | -3.4% | -5.1% |
| 7D | -2.9% | +19.0% | -21.9% | -6.4% |
| 30D | +3.0% | +16.1% | -13.2% | -0.3% |
| 3M | +98.7% | +44.1% | +54.6% | +79.8% |
| 6M | +46.4% | +37.8% | +8.6% | +32.9% |
| YTD | +29.8% | +88.7% | -58.9% | +11.3% |
| 1Y | +40.5% | +197.3% | -156.9% | +3.9% |
| All | +40.5% | +203.5% | -163.0% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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