+37.8%
CHYM vs SIMO
+239.1%
-201.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +7.2% | -6.2% | +0.7% |
| 7D | -2.3% | +11.0% | -13.3% | -2.7% |
| 30D | +4.4% | +17.9% | -13.5% | +3.5% |
| 3M | +91.3% | +3.9% | +87.4% | +89.3% |
| 6M | +44.0% | +131.0% | -87.0% | +28.5% |
| YTD | +31.1% | +209.3% | -178.2% | +2.0% |
| 1Y | +37.8% | +223.8% | -185.9% | +4.7% |
| All | +37.8% | +239.1% | -201.2% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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