+704.1%
WDC vs CHYM
-23.3%
+727.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.0% |
| 7D | -4.3% | -2.3% | -2.1% | -4.3% |
| 30D | -1.5% | +4.4% | -5.9% | -1.5% |
| 3M | -15.5% | +91.3% | -106.8% | -18.8% |
| 6M | +66.5% | +44.0% | +22.5% | +62.8% |
| YTD | +159.9% | +31.1% | +128.7% | +154.7% |
| 1Y | +366.0% | +37.8% | +328.1% | +356.2% |
| All | +704.1% | -23.3% | +727.4% | +705.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling