+67.8%
CHYM vs UUUU
-55.1%
+122.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.8% | +6.1% |
| 7D | +3.7% | -14.4% | +18.1% | +7.2% |
| 30D | +5.6% | -33.6% | +39.2% | +14.8% |
| 3M | +19.7% | -44.2% | +63.9% | +34.7% |
| 6M | +35.3% | -66.8% | +102.1% | +68.0% |
| YTD | +18.7% | -50.6% | +69.3% | +25.1% |
| 1Y | +67.8% | -57.8% | +125.6% | +85.1% |
| All | +67.8% | -55.1% | +122.9% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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