+67.8%
CHYM vs SPG
+34.3%
+33.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.9% | +3.0% | +4.9% |
| 7D | +3.7% | +8.2% | -4.5% | +1.1% |
| 30D | +5.6% | +13.5% | -7.9% | +1.3% |
| 3M | +19.7% | +2.2% | +17.5% | +18.9% |
| 6M | +35.3% | +15.9% | +19.4% | +24.4% |
| YTD | +18.7% | +27.6% | -8.9% | +5.0% |
| 1Y | +67.8% | +30.9% | +36.9% | +42.4% |
| All | +67.8% | +34.3% | +33.5% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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