-11.1%
CHYM vs WM
-7.2%
-3.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -2.3% | -2.1% | -0.2% | -2.4% |
| 30D | +4.4% | -5.3% | +9.7% | +4.0% |
| 3M | +91.3% | -2.0% | +93.3% | +90.9% |
| 6M | +44.0% | -8.6% | +52.6% | +44.2% |
| YTD | +31.1% | -1.6% | +32.7% | +31.9% |
| 1Y | +37.8% | -1.2% | +39.1% | +37.9% |
| All | -11.1% | -7.2% | -3.8% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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