+11.4%
NEE vs CHYM
+71.1%
-59.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.9% | -1.0% | +5.0% |
| 7D | +9.2% | +3.7% | +5.5% | +9.2% |
| 30D | +16.0% | +5.6% | +10.4% | +16.1% |
| 3M | +2.2% | +19.7% | -17.5% | +2.9% |
| 6M | -6.0% | +35.3% | -41.3% | -5.1% |
| YTD | +12.6% | +18.7% | -6.1% | +14.1% |
| 1Y | +11.4% | +67.8% | -56.4% | +8.9% |
| All | +11.4% | +71.1% | -59.7% | +8.9% |
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