+57.8%
CHYM vs SHAK
-26.3%
+84.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.2% | +2.2% |
| 7D | +4.5% | -1.0% | +5.5% | +4.8% |
| 30D | +9.2% | +8.1% | +1.1% | +6.6% |
| 3M | +16.4% | -6.1% | +22.5% | +17.7% |
| 6M | +45.2% | -27.7% | +72.9% | +61.0% |
| YTD | +19.9% | -14.0% | +33.9% | +32.3% |
| 1Y | +57.8% | -27.1% | +84.9% | +90.2% |
| All | +57.8% | -26.3% | +84.1% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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