+52.7%
CHYM vs WPM
+10.4%
+42.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.1% | +5.9% | +6.6% |
| 7D | +3.4% | +3.9% | -0.5% | +2.1% |
| 30D | +12.0% | +17.7% | -5.7% | +5.8% |
| 3M | +102.4% | +39.4% | +63.0% | +77.4% |
| 6M | +52.7% | +6.4% | +46.3% | +46.6% |
| All | +52.7% | +10.4% | +42.2% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 6mo: compounded portfolio wealth divided by compounded WPM 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…
6mo analysis · Full analysis span regression · 6 months rolling