+37.8%
CHYM vs WCC
+66.6%
-28.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | -0.1% |
| 7D | -2.3% | +1.5% | -3.8% | -2.8% |
| 30D | +4.4% | -2.1% | +6.6% | +4.8% |
| 3M | +91.3% | +3.8% | +87.5% | +87.0% |
| 6M | +44.0% | +35.0% | +9.0% | +25.1% |
| YTD | +31.1% | +46.4% | -15.3% | +6.2% |
| 1Y | +37.8% | +63.0% | -25.1% | +6.3% |
| All | +37.8% | +66.6% | -28.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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