+53.5%
HOOD vs CHYM
-24.0%
+77.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | +0.5% |
| 7D | -9.1% | -2.9% | -6.2% | -8.2% |
| 30D | +20.1% | +3.0% | +17.1% | +18.6% |
| 3M | +31.2% | +98.7% | -67.5% | -4.6% |
| 6M | +44.3% | +46.4% | -2.1% | +19.5% |
| YTD | +0.2% | +29.8% | -29.6% | -14.1% |
| 1Y | -3.5% | +40.5% | -44.0% | -22.0% |
| All | +53.5% | -24.0% | +77.5% | +29.2% |
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