-66.1%
MSTR vs CHYM
-24.0%
-42.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.4% | +2.3% | -1.2% |
| 7D | -11.2% | -2.9% | -8.3% | -10.4% |
| 30D | +33.8% | +3.0% | +30.8% | +32.2% |
| 3M | +11.5% | +98.7% | -87.3% | -16.7% |
| 6M | -7.2% | +46.4% | -53.6% | -21.7% |
| YTD | -15.4% | +29.8% | -45.2% | -26.1% |
| 1Y | -60.6% | +40.5% | -101.1% | -67.3% |
| All | -66.1% | -24.0% | -42.1% | -69.3% |
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 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