+68.3%
HAL vs CHYM
+38.9%
+29.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +2.9% | +1.7% | +1.2% | +2.9% |
| 30D | +17.0% | +30.2% | -13.2% | +16.0% |
| 3M | -9.7% | +85.9% | -95.6% | -11.2% |
| 6M | +8.6% | +49.9% | -41.3% | +8.4% |
| YTD | +33.0% | +34.1% | -1.1% | +34.0% |
| 1Y | +68.3% | +37.0% | +31.3% | +57.4% |
| All | +68.3% | +38.9% | +29.4% | +57.4% |
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