+57.8%
CHYM vs TDG
-6.8%
+64.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +2.4% |
| 7D | +4.5% | +1.1% | +3.4% | +3.8% |
| 30D | +9.2% | +7.8% | +1.4% | +4.1% |
| 3M | +16.4% | -5.2% | +21.7% | +20.8% |
| 6M | +45.2% | -0.2% | +45.3% | +43.9% |
| YTD | +19.9% | -10.6% | +30.5% | +32.7% |
| 1Y | +57.8% | -6.1% | +63.9% | +67.1% |
| All | +57.8% | -6.8% | +64.6% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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