+207.2%
UMC vs CHYM
+38.9%
+168.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.6% |
| 7D | +5.0% | +1.7% | +3.3% | +4.8% |
| 30D | +7.7% | +30.2% | -22.6% | +4.4% |
| 3M | +1.7% | +85.9% | -84.2% | -6.3% |
| 6M | +113.9% | +49.9% | +64.0% | +101.6% |
| YTD | +168.9% | +34.1% | +134.8% | +156.3% |
| 1Y | +207.2% | +37.0% | +170.2% | +182.9% |
| All | +207.2% | +38.9% | +168.3% | +182.9% |
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