-11.0%
CHYM vs SUI
-1.4%
-9.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | 0.0% |
| 7D | +9.4% | -3.8% | +13.3% | +10.1% |
| 30D | +10.5% | +3.9% | +6.5% | +9.7% |
| 3M | +4.5% | +0.2% | +4.3% | +4.1% |
| 6M | +82.5% | -4.2% | +86.7% | +81.7% |
| YTD | +31.2% | -2.5% | +33.8% | +32.2% |
| 1Y | +63.5% | -4.0% | +67.5% | +65.2% |
| All | -11.0% | -1.4% | -9.6% | -13.6% |
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