+67.8%
CHYM vs SPMO
+11.0%
+56.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.8% | +6.4% |
| 7D | +3.7% | -8.9% | +12.6% | +9.0% |
| 30D | +5.6% | -13.8% | +19.4% | +14.3% |
| 3M | +19.7% | -12.5% | +32.2% | +28.2% |
| 6M | +35.3% | -1.5% | +36.8% | +20.1% |
| YTD | +18.7% | +11.3% | +7.4% | -11.0% |
| 1Y | +67.8% | +11.5% | +56.4% | +27.0% |
| All | +67.8% | +11.0% | +56.9% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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