+786.9%
MU vs CHYM
-19.7%
+806.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.9% | -4.2% | +2.0% |
| 7D | +7.5% | +3.4% | +4.1% | +7.1% |
| 30D | +19.4% | +12.0% | +7.4% | +17.9% |
| 3M | +9.8% | +102.4% | -92.6% | -0.3% |
| 6M | +164.1% | +52.7% | +111.5% | +146.4% |
| YTD | +260.3% | +37.3% | +223.0% | +239.7% |
| 1Y | +661.2% | +42.2% | +619.0% | +593.7% |
| All | +786.9% | -19.7% | +806.5% | +689.2% |
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 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