+199.9%
TER vs CHYM
+38.9%
+161.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.4% |
| 7D | +0.6% | +1.7% | -1.1% | +0.3% |
| 30D | -8.3% | +30.2% | -38.5% | -13.2% |
| 3M | -12.2% | +85.9% | -98.1% | -23.8% |
| 6M | +17.1% | +49.9% | -32.8% | +5.4% |
| YTD | +84.7% | +34.1% | +50.5% | +67.4% |
| 1Y | +199.9% | +37.0% | +162.9% | +187.3% |
| All | +199.9% | +38.9% | +161.1% | +187.3% |
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