+48.8%
USB vs CHYM
-24.9%
+73.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.9% | -1.0% |
| 7D | +2.1% | +2.1% | 0.0% | +1.9% |
| 30D | -2.3% | +11.0% | -13.3% | -3.3% |
| 3M | +13.9% | +83.9% | -70.0% | +6.0% |
| 6M | +21.6% | +45.3% | -23.8% | +15.8% |
| YTD | +19.3% | +28.4% | -9.0% | +14.6% |
| 1Y | +33.6% | +32.2% | +1.4% | +25.7% |
| All | +48.8% | -24.9% | +73.6% | +39.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling