-6.9%
CHYM vs URI
+46.3%
-53.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.3% | +5.6% | +6.7% |
| 7D | +3.4% | +5.0% | -1.6% | +2.4% |
| 30D | +12.0% | -9.4% | +21.4% | +14.2% |
| 3M | +102.4% | -5.8% | +108.2% | +104.0% |
| 6M | +52.7% | +25.8% | +26.8% | +42.3% |
| YTD | +37.3% | +27.9% | +9.4% | +27.5% |
| 1Y | +42.2% | +9.7% | +32.5% | +36.0% |
| All | -6.9% | +46.3% | -53.2% | -0.1% |
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