+57.8%
CHYM vs TDY
+16.1%
+41.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.4% | +7.4% | +4.1% |
| 7D | +4.5% | -12.7% | +17.2% | +11.5% |
| 30D | +9.2% | -4.9% | +14.1% | +10.7% |
| 3M | +16.4% | -13.5% | +29.9% | +25.3% |
| 6M | +45.2% | -6.4% | +51.5% | +47.4% |
| YTD | +19.9% | +15.9% | +4.0% | -7.3% |
| 1Y | +57.8% | +15.4% | +42.4% | +23.9% |
| All | +57.8% | +16.1% | +41.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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