+43.2%
TER vs CHYM
+71.1%
-27.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.9% | -12.7% | -7.6% |
| 7D | -19.9% | +3.7% | -23.6% | -20.3% |
| 30D | -43.5% | +5.6% | -49.1% | -44.0% |
| 3M | -37.8% | +19.7% | -57.5% | -40.7% |
| 6M | -25.6% | +35.3% | -60.8% | -32.0% |
| YTD | +29.8% | +18.7% | +11.2% | +18.1% |
| 1Y | +43.2% | +67.8% | -24.6% | +14.9% |
| All | +43.2% | +71.1% | -27.9% | +14.9% |
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