-7.2%
HON vs CHYM
-23.3%
+16.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | +0.1% |
| 7D | -3.5% | -2.3% | -1.2% | -3.4% |
| 30D | -13.8% | +4.4% | -18.2% | -13.9% |
| 3M | -11.7% | +91.3% | -103.0% | -15.5% |
| 6M | -18.7% | +44.0% | -62.7% | -21.3% |
| YTD | +0.2% | +31.1% | -30.9% | -2.7% |
| 1Y | -3.1% | +37.8% | -40.9% | -6.7% |
| All | -7.2% | -23.3% | +16.1% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling