+18.7%
HPQ vs CHYM
+38.9%
-20.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.2% |
| 7D | +6.9% | +1.7% | +5.3% | +6.7% |
| 30D | +14.4% | +30.2% | -15.8% | +10.2% |
| 3M | +25.6% | +85.9% | -60.3% | +14.5% |
| 6M | +75.0% | +49.9% | +25.1% | +63.7% |
| YTD | +50.7% | +34.1% | +16.6% | +42.3% |
| 1Y | +18.7% | +37.0% | -18.4% | +9.4% |
| All | +18.7% | +38.9% | -20.2% | +9.4% |
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