+67.1%
PWR vs CHYM
+42.5%
+24.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +5.1% |
| 7D | +4.2% | -2.3% | +6.4% | +4.3% |
| 30D | -4.0% | +4.4% | -8.5% | -4.5% |
| 3M | -4.8% | +91.3% | -96.1% | -12.1% |
| 6M | +14.6% | +44.0% | -29.3% | +9.7% |
| YTD | +54.2% | +31.1% | +23.1% | +48.5% |
| 1Y | +67.1% | +37.8% | +29.3% | +56.9% |
| All | +67.1% | +42.5% | +24.6% | +56.9% |
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