-11.1%
CHYM vs SEI
+162.9%
-174.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.1% | +0.4% |
| 7D | -2.3% | +22.6% | -24.8% | -4.6% |
| 30D | +4.4% | +9.1% | -4.7% | +3.1% |
| 3M | +91.3% | -11.3% | +102.6% | +92.6% |
| 6M | +44.0% | +22.0% | +22.0% | +38.1% |
| YTD | +31.1% | +47.3% | -16.2% | +20.6% |
| 1Y | +37.8% | +124.8% | -86.9% | +22.8% |
| All | -11.1% | +162.9% | -174.0% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 5y: compounded portfolio wealth divided by compounded SEI 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…
5y analysis · Full analysis span regression · 6 months rolling