+37.0%
CHYM vs SYF
+7.1%
+30.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | +1.7% | +2.4% | -0.7% | -0.4% |
| 30D | +30.2% | +0.8% | +29.4% | +28.9% |
| 3M | +85.9% | +13.4% | +72.5% | +62.4% |
| 6M | +49.9% | +16.3% | +33.6% | +28.5% |
| YTD | +34.1% | -3.0% | +37.1% | +33.5% |
| 1Y | +37.0% | +5.7% | +31.3% | +21.4% |
| All | +37.0% | +7.1% | +30.0% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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