+229.2%
TER vs CHYM
+42.5%
+186.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.4% |
| 7D | +6.4% | -2.3% | +8.6% | +6.7% |
| 30D | -5.7% | +4.4% | -10.1% | -6.6% |
| 3M | -0.4% | +91.3% | -91.7% | -14.7% |
| 6M | +25.8% | +44.0% | -18.1% | +13.7% |
| YTD | +96.4% | +31.1% | +65.3% | +78.4% |
| 1Y | +229.2% | +37.8% | +191.4% | +224.2% |
| All | +229.2% | +42.5% | +186.7% | +224.2% |
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