+4.3%
QQQ vs CHYM
+63.9%
-59.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.0% | -7.5% | -6.6% |
| 7D | -9.5% | +4.5% | -14.1% | -10.0% |
| 30D | -14.8% | +9.2% | -24.0% | -15.6% |
| 3M | -9.7% | +16.4% | -26.1% | -11.8% |
| 6M | -4.9% | +45.2% | -50.0% | -10.4% |
| YTD | +5.7% | +19.9% | -14.2% | +0.5% |
| 1Y | +4.3% | +57.8% | -53.5% | -4.8% |
| All | +4.3% | +63.9% | -59.6% | -4.8% |
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