-12.0%
CHYM vs SUI
-4.4%
-7.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.0% | -4.5% | -5.4% |
| 7D | -2.9% | -4.1% | +1.2% | -2.7% |
| 30D | +3.0% | -3.2% | +6.1% | +3.1% |
| 3M | +98.7% | -8.4% | +107.1% | +99.6% |
| 6M | +46.4% | -14.4% | +60.8% | +48.7% |
| YTD | +29.8% | -5.5% | +35.3% | +31.5% |
| 1Y | +40.5% | -7.3% | +47.8% | +42.1% |
| All | -12.0% | -4.4% | -7.6% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling