+67.6%
HAL vs CHYM
-23.3%
+90.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | -3.3% | -2.3% | -1.1% | -3.3% |
| 30D | +8.2% | +4.4% | +3.7% | +8.1% |
| 3M | -9.4% | +91.3% | -100.7% | -10.0% |
| 6M | +0.6% | +44.0% | -43.3% | +1.0% |
| YTD | +28.6% | +31.1% | -2.5% | +29.4% |
| 1Y | +63.9% | +37.8% | +26.1% | +62.0% |
| All | +67.6% | -23.3% | +90.9% | +58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling