+10.7%
PATH vs CHYM
-24.9%
+35.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -4.3% | -3.5% | -6.3% |
| 7D | -22.8% | +2.1% | -24.8% | -23.3% |
| 30D | -6.9% | +11.0% | -17.9% | -10.2% |
| 3M | +25.4% | +83.9% | -58.5% | -1.2% |
| 6M | +18.1% | +45.3% | -27.2% | +0.4% |
| YTD | -14.5% | +28.4% | -42.9% | -24.8% |
| 1Y | +18.7% | +32.2% | -13.5% | +1.3% |
| All | +10.7% | -24.9% | +35.5% | +0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling