-11.1%
CHYM vs SPXU
-49.9%
+38.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | -0.8% |
| 7D | -2.3% | +2.5% | -4.7% | -0.3% |
| 30D | +4.4% | +4.2% | +0.2% | +8.2% |
| 3M | +91.3% | -9.3% | +100.6% | +79.9% |
| 6M | +44.0% | -30.7% | +74.7% | +12.5% |
| YTD | +31.1% | -28.1% | +59.2% | +7.6% |
| 1Y | +37.8% | -35.2% | +73.1% | +7.0% |
| All | -11.1% | -49.9% | +38.8% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling