+57.8%
CHYM vs SIRI
+59.1%
-1.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.2% |
| 7D | +4.5% | +15.9% | -11.3% | -0.2% |
| 30D | +9.2% | +26.0% | -16.9% | +1.5% |
| 3M | +16.4% | +9.2% | +7.2% | +12.1% |
| 6M | +45.2% | +28.3% | +16.9% | +32.5% |
| YTD | +19.9% | +71.5% | -51.6% | -3.5% |
| 1Y | +57.8% | +55.0% | +2.9% | +43.5% |
| All | +57.8% | +59.1% | -1.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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