-12.0%
CHYM vs UUUU
+153.8%
-165.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.3% | +0.9% | -4.3% |
| 7D | -2.9% | -5.0% | +2.1% | -2.0% |
| 30D | +3.0% | -7.8% | +10.7% | +4.3% |
| 3M | +98.7% | -0.4% | +99.2% | +97.8% |
| 6M | +46.4% | -32.9% | +79.3% | +54.1% |
| YTD | +29.8% | -6.3% | +36.1% | +26.8% |
| 1Y | +40.5% | +7.9% | +32.5% | +29.9% |
| All | -12.0% | +153.8% | -165.8% | -25.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling