+42.9%
WELL vs CHYM
+38.9%
+4.0%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.0% |
| 7D | -0.8% | +1.7% | -2.5% | -0.7% |
| 30D | -0.1% | +30.2% | -30.3% | +1.2% |
| 3M | +18.0% | +85.9% | -67.9% | +21.5% |
| 6M | +15.0% | +49.9% | -34.9% | +17.7% |
| YTD | +28.6% | +34.1% | -5.5% | +31.4% |
| 1Y | +42.9% | +37.0% | +5.9% | +41.4% |
| All | +42.9% | +38.9% | +4.0% | +41.4% |
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