-12.0%
CHYM vs WEC
+3.6%
-15.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.7% | -5.9% |
| 7D | -2.9% | -1.3% | -1.6% | -3.6% |
| 30D | +3.0% | -0.4% | +3.3% | +2.8% |
| 3M | +98.7% | -6.8% | +105.5% | +92.9% |
| 6M | +46.4% | -6.4% | +52.8% | +43.4% |
| YTD | +29.8% | +2.5% | +27.3% | +31.1% |
| 1Y | +40.5% | -0.4% | +40.9% | +43.6% |
| All | -12.0% | +3.6% | -15.5% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling