-9.6%
CHYM vs URI
+60.2%
-69.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.8% |
| 7D | +7.1% | +6.7% | +0.4% | +5.7% |
| 30D | +15.7% | +8.9% | +6.8% | +13.3% |
| 3M | +4.3% | +0.5% | +3.7% | +3.6% |
| 6M | +92.9% | +20.7% | +72.3% | +82.6% |
| YTD | +33.3% | +40.0% | -6.7% | +21.0% |
| 1Y | +74.8% | +34.4% | +40.4% | +59.8% |
| All | -9.6% | +60.2% | -69.8% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 3y: compounded portfolio wealth divided by compounded URI 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…
3y analysis · Full analysis span regression · 6 months rolling