+12.1%
HLT vs CHYM
+38.9%
-26.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -3.3% | +1.7% | -5.0% | -3.5% |
| 30D | -4.1% | +30.2% | -34.3% | -6.2% |
| 3M | -7.9% | +85.9% | -93.8% | -13.1% |
| 6M | +2.2% | +49.9% | -47.8% | -2.1% |
| YTD | +8.5% | +34.1% | -25.6% | +4.4% |
| 1Y | +12.1% | +37.0% | -24.9% | +6.1% |
| All | +12.1% | +38.9% | -26.7% | +6.1% |
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