+46.4%
CHYM vs SMTC
+86.6%
-40.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -5.2% |
| 7D | -2.9% | +17.5% | -20.4% | -4.6% |
| 30D | +3.0% | +21.3% | -18.3% | +0.1% |
| 3M | +98.7% | +3.1% | +95.6% | +93.6% |
| 6M | +46.4% | +81.7% | -35.3% | +17.1% |
| All | +46.4% | +86.6% | -40.2% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 6mo: compounded portfolio wealth divided by compounded SMTC 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…
6mo analysis · Full analysis span regression · 6 months rolling