+2.4%
SWKS vs CHYM
+38.9%
-36.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.5% |
| 7D | +12.5% | +1.7% | +10.8% | +12.3% |
| 30D | +10.5% | +30.2% | -19.8% | +7.3% |
| 3M | -7.4% | +85.9% | -93.3% | -13.6% |
| 6M | +32.7% | +49.9% | -17.2% | +25.6% |
| YTD | +19.2% | +34.1% | -15.0% | +14.0% |
| 1Y | +2.4% | +37.0% | -34.6% | +4.2% |
| All | +2.4% | +38.9% | -36.5% | +4.2% |
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