+37.0%
CHYM vs WTW
+3.0%
+34.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.5% | +0.9% |
| 7D | +1.7% | -2.6% | +4.3% | +2.4% |
| 30D | +30.2% | -1.0% | +31.2% | +30.4% |
| 3M | +85.9% | +29.9% | +56.0% | +72.2% |
| 6M | +49.9% | +10.7% | +39.2% | +45.8% |
| YTD | +34.1% | +2.6% | +31.5% | +32.7% |
| 1Y | +37.0% | +2.8% | +34.3% | +34.7% |
| All | +37.0% | +3.0% | +34.0% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling