-34.9%
NOW vs CHYM
-19.7%
-15.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.9% | -9.2% | -4.0% |
| 7D | -4.1% | +3.4% | -7.5% | -4.9% |
| 30D | +2.9% | +12.0% | -9.1% | -0.1% |
| 3M | +22.6% | +102.4% | -79.8% | +0.7% |
| 6M | +7.5% | +52.7% | -45.1% | -6.1% |
| YTD | -14.4% | +37.3% | -51.7% | -24.3% |
| 1Y | -29.8% | +42.2% | -72.0% | -38.1% |
| All | -34.9% | -19.7% | -15.3% | -39.6% |
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