+0.1%
SCHW vs CHYM
+63.9%
-63.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.9% | -1.0% |
| 7D | +3.5% | +4.5% | -1.1% | +2.9% |
| 30D | -4.4% | +9.2% | -13.5% | -5.4% |
| 3M | -14.0% | +16.4% | -30.5% | -16.0% |
| 6M | +0.8% | +45.2% | -44.3% | -4.1% |
| YTD | -6.4% | +19.9% | -26.3% | -9.1% |
| 1Y | +0.1% | +57.8% | -57.8% | -6.8% |
| All | +0.1% | +63.9% | -63.8% | -6.8% |
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