+33.8%
SWKS vs CHYM
+61.0%
-27.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | +10.9% | +9.4% | +1.4% | +10.6% |
| 30D | +17.6% | +10.5% | +7.1% | +17.3% |
| 3M | +29.2% | +4.5% | +24.7% | +28.9% |
| 6M | +37.0% | +82.5% | -45.5% | +29.4% |
| YTD | +44.9% | +31.2% | +13.7% | +39.4% |
| 1Y | +33.8% | +63.5% | -29.7% | +20.9% |
| All | +33.8% | +61.0% | -27.2% | +20.9% |
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