-6.9%
CHYM vs TECH
+42.4%
-49.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.1% | +7.0% | +7.0% |
| 7D | +3.4% | -0.1% | +3.5% | +3.4% |
| 30D | +12.0% | +0.3% | +11.7% | +11.9% |
| 3M | +102.4% | +32.9% | +69.5% | +87.8% |
| 6M | +52.7% | +32.1% | +20.6% | +40.8% |
| YTD | +37.3% | +23.4% | +13.9% | +29.1% |
| 1Y | +42.2% | +34.1% | +8.1% | +31.0% |
| All | -6.9% | +42.4% | -49.3% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 all: compounded portfolio wealth divided by compounded TECH 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…
all analysis · Full analysis span regression · 6 months rolling