-11.1%
CHYM vs UUUU
+141.2%
-152.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +1.9% |
| 7D | -2.3% | -10.5% | +8.3% | -0.3% |
| 30D | +4.4% | -10.5% | +14.9% | +6.3% |
| 3M | +91.3% | -14.1% | +105.4% | +95.3% |
| 6M | +44.0% | -35.5% | +79.5% | +52.6% |
| YTD | +31.1% | -10.9% | +42.0% | +29.2% |
| 1Y | +37.8% | +3.4% | +34.5% | +28.4% |
| All | -11.1% | +141.2% | -152.2% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling