+96.2%
SMH vs CHYM
+38.9%
+57.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +2.5% | +1.7% | +0.8% | +2.3% |
| 30D | -0.5% | +30.2% | -30.7% | -4.4% |
| 3M | -9.6% | +85.9% | -95.5% | -18.4% |
| 6M | +42.1% | +49.9% | -7.8% | +31.3% |
| YTD | +57.4% | +34.1% | +23.3% | +47.1% |
| 1Y | +96.2% | +37.0% | +59.2% | +82.1% |
| All | +96.2% | +38.9% | +57.4% | +82.1% |
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