+113.2%
WDC vs CHYM
+71.1%
+42.1%
-56.6%
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% | -6.8% |
| 7D | -18.3% | +3.7% | -22.0% | -18.3% |
| 30D | -26.7% | +5.6% | -32.3% | -26.6% |
| 3M | -40.9% | +19.7% | -60.7% | -41.2% |
| 6M | -26.8% | +35.3% | -62.0% | -28.6% |
| YTD | +88.2% | +18.7% | +69.5% | +81.9% |
| 1Y | +113.2% | +67.8% | +45.4% | +79.9% |
| All | +113.2% | +71.1% | +42.1% | +79.9% |
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