+319.1%
DELL vs CHYM
+38.9%
+280.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +14.9% | +1.7% | +13.2% | +14.7% |
| 30D | +13.3% | +30.2% | -17.0% | +10.2% |
| 3M | +24.4% | +85.9% | -61.5% | +14.9% |
| 6M | +258.0% | +49.9% | +208.1% | +236.6% |
| YTD | +320.2% | +34.1% | +286.1% | +294.5% |
| 1Y | +319.1% | +37.0% | +282.0% | +290.1% |
| All | +319.1% | +38.9% | +280.2% | +290.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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