+417.4%
WDC vs CHYM
+38.9%
+378.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.3% | +5.5% | +5.9% |
| 7D | +1.7% | +1.7% | +0.1% | +1.8% |
| 30D | -10.0% | +30.2% | -40.2% | -9.8% |
| 3M | -18.8% | +85.9% | -104.7% | -21.4% |
| 6M | +79.0% | +49.9% | +29.1% | +75.2% |
| YTD | +171.6% | +34.1% | +137.4% | +166.1% |
| 1Y | +417.4% | +37.0% | +380.4% | +417.2% |
| All | +417.4% | +38.9% | +378.5% | +417.2% |
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