+46.2%
CHYM vs SU
+67.8%
-21.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +2.9% |
| 7D | +0.6% | +2.1% | -1.4% | +1.4% |
| 30D | +6.1% | +5.1% | +1.0% | +8.1% |
| 3M | +103.4% | +12.3% | +91.1% | +113.1% |
| 6M | +64.8% | +16.8% | +48.0% | +71.6% |
| YTD | +35.0% | +58.2% | -23.2% | +31.5% |
| All | +46.2% | +67.8% | -21.6% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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