+67.8%
CHYM vs TD
+61.0%
+6.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.8% | +3.1% | +2.9% |
| 7D | +3.7% | +1.4% | +2.3% | +2.3% |
| 30D | +5.6% | +10.2% | -4.7% | -5.2% |
| 3M | +19.7% | +8.1% | +11.6% | +9.3% |
| 6M | +35.3% | +22.3% | +13.0% | -0.1% |
| YTD | +18.7% | +39.0% | -20.4% | -28.1% |
| 1Y | +67.8% | +62.6% | +5.2% | -24.8% |
| All | +67.8% | +61.0% | +6.8% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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