+349.3%
DOCN vs CHYM
-24.9%
+374.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -4.3% | +16.9% | +13.4% |
| 7D | +16.3% | +2.1% | +14.3% | +15.7% |
| 30D | +2.0% | +11.0% | -9.0% | -0.3% |
| 3M | -25.2% | +83.9% | -109.1% | -35.2% |
| 6M | +132.7% | +45.3% | +87.3% | +110.1% |
| YTD | +163.3% | +28.4% | +134.9% | +144.7% |
| 1Y | +280.3% | +32.2% | +248.1% | +238.8% |
| All | +349.3% | -24.9% | +374.1% | +334.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling