+37.8%
CHYM vs WEC
-0.3%
+38.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.3% | -0.6% | -1.7% | -2.6% |
| 30D | +4.4% | -2.6% | +7.1% | +2.9% |
| 3M | +91.3% | -6.0% | +97.3% | +86.1% |
| 6M | +44.0% | -5.4% | +49.4% | +42.0% |
| YTD | +31.1% | +2.5% | +28.6% | +33.0% |
| 1Y | +37.8% | -0.7% | +38.6% | +46.5% |
| All | +37.8% | -0.3% | +38.1% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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