+37.0%
CHYM vs WU
-8.3%
+45.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | +1.7% | -0.8% | +2.5% | +1.9% |
| 30D | +30.2% | -1.1% | +31.3% | +30.5% |
| 3M | +85.9% | -3.9% | +89.8% | +84.6% |
| 6M | +49.9% | -20.7% | +70.6% | +57.5% |
| YTD | +34.1% | -18.4% | +52.5% | +40.2% |
| 1Y | +37.0% | -8.1% | +45.1% | +37.8% |
| All | +37.0% | -8.3% | +45.3% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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