-42.3%
MSTR vs CHYM
+71.1%
-113.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.9% | -0.8% | +2.7% |
| 7D | -1.8% | +3.7% | -5.5% | -3.2% |
| 30D | -13.3% | +5.6% | -18.9% | -15.0% |
| 3M | +46.0% | +19.7% | +26.3% | +32.1% |
| 6M | -22.4% | +35.3% | -57.7% | -34.3% |
| YTD | -6.2% | +18.7% | -24.9% | -16.7% |
| 1Y | -42.3% | +67.8% | -110.1% | -59.3% |
| All | -42.3% | +71.1% | -113.4% | -59.3% |
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