+37.8%
CHYM vs XHB
-14.9%
+52.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | 0.0% |
| 7D | -2.3% | -4.6% | +2.4% | +0.6% |
| 30D | +4.4% | -9.1% | +13.6% | +10.7% |
| 3M | +91.3% | -8.6% | +99.9% | +99.7% |
| 6M | +44.0% | -4.0% | +48.0% | +44.7% |
| YTD | +31.1% | -3.9% | +35.1% | +28.4% |
| 1Y | +37.8% | -16.5% | +54.3% | +36.5% |
| All | +37.8% | -14.9% | +52.7% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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