-6.9%
CHYM vs WEC
+4.4%
-11.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.8% | +7.8% | +6.5% |
| 7D | +3.4% | +0.4% | +3.0% | +3.7% |
| 30D | +12.0% | +0.9% | +11.1% | +12.6% |
| 3M | +102.4% | -5.3% | +107.7% | +98.1% |
| 6M | +52.7% | -6.6% | +59.2% | +49.5% |
| YTD | +37.3% | +3.3% | +34.0% | +39.3% |
| 1Y | +42.2% | +2.1% | +40.1% | +46.7% |
| All | -6.9% | +4.4% | -11.3% | -4.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling