+72.1%
HAL vs CHYM
-24.9%
+97.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.7% |
| 7D | +0.5% | +2.1% | -1.6% | +0.4% |
| 30D | +15.9% | +11.0% | +4.9% | +15.7% |
| 3M | -8.7% | +83.9% | -92.6% | -9.2% |
| 6M | +9.0% | +45.3% | -36.3% | +9.4% |
| YTD | +32.0% | +28.4% | +3.6% | +32.9% |
| 1Y | +72.5% | +32.2% | +40.3% | +70.3% |
| All | +72.1% | -24.9% | +97.0% | +62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling