-6.9%
CHYM vs WM
-6.3%
-0.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.6% | +7.5% | +6.9% |
| 7D | +3.4% | -1.2% | +4.6% | +3.3% |
| 30D | +12.0% | -4.5% | +16.5% | +11.6% |
| 3M | +102.4% | -2.2% | +104.6% | +101.8% |
| 6M | +52.7% | -11.5% | +64.1% | +53.4% |
| YTD | +37.3% | -0.7% | +37.9% | +38.1% |
| 1Y | +42.2% | +0.3% | +41.8% | +42.4% |
| All | -6.9% | -6.3% | -0.5% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling