+27.5%
IVV vs CHYM
-24.0%
+51.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.8% | -0.2% |
| 7D | -2.0% | -2.9% | +0.9% | -1.8% |
| 30D | -1.6% | +3.0% | -4.6% | -1.9% |
| 3M | +4.8% | +98.7% | -94.0% | -1.8% |
| 6M | +12.6% | +46.4% | -33.9% | +7.8% |
| YTD | +11.8% | +29.8% | -18.0% | +7.7% |
| 1Y | +17.6% | +40.5% | -22.9% | +12.1% |
| All | +27.5% | -24.0% | +51.5% | +24.0% |
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