+30.4%
PLD vs CHYM
-19.7%
+50.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.9% | -9.0% | -2.2% |
| 7D | -0.7% | +3.4% | -4.1% | -0.7% |
| 30D | -2.2% | +12.0% | -14.2% | -2.5% |
| 3M | -7.4% | +102.4% | -109.8% | -9.4% |
| 6M | +1.9% | +52.7% | -50.8% | +0.5% |
| YTD | +7.9% | +37.3% | -29.4% | +6.4% |
| 1Y | +25.1% | +42.2% | -17.1% | +22.1% |
| All | +30.4% | -19.7% | +50.0% | +24.4% |
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