+34.3%
TRV vs CHYM
+38.9%
-4.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.7% | -1.3% |
| 7D | -0.1% | +1.7% | -1.8% | -0.2% |
| 30D | -3.4% | +30.2% | -33.7% | -4.5% |
| 3M | +26.4% | +85.9% | -59.5% | +23.1% |
| 6M | +19.3% | +49.9% | -30.6% | +16.6% |
| YTD | +28.3% | +34.1% | -5.8% | +26.3% |
| 1Y | +34.3% | +37.0% | -2.7% | +32.1% |
| All | +34.3% | +38.9% | -4.6% | +32.1% |
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