+42.2%
CHYM vs SWK
+22.8%
+19.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -2.3% | +9.2% | +8.1% |
| 7D | +3.4% | -4.6% | +8.0% | +5.9% |
| 30D | +12.0% | -9.9% | +21.9% | +18.1% |
| 3M | +102.4% | +15.4% | +87.0% | +84.5% |
| 6M | +52.7% | +25.0% | +27.7% | +32.1% |
| YTD | +37.3% | +27.2% | +10.0% | +15.7% |
| 1Y | +42.2% | +24.6% | +17.6% | +13.3% |
| All | +42.2% | +22.8% | +19.3% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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