+37.2%
PATH vs CHYM
+45.2%
-8.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.3% | -17.0% | -16.7% |
| 7D | -16.3% | +1.7% | -18.0% | -16.8% |
| 30D | +9.9% | +30.2% | -20.3% | -0.2% |
| 3M | +30.2% | +85.9% | -55.7% | +3.2% |
| 6M | +37.2% | +49.9% | -12.7% | +16.2% |
| All | +37.2% | +45.2% | -8.0% | +16.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling