+14.4%
WELL vs CHYM
+57.4%
-43.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.9% | -7.5% | -0.2% |
| 7D | -1.1% | +3.4% | -4.5% | -0.9% |
| 30D | +0.7% | +12.0% | -11.2% | +1.5% |
| 3M | +14.5% | +102.4% | -87.9% | +19.2% |
| 6M | +14.4% | +52.7% | -38.3% | +18.1% |
| All | +14.4% | +57.4% | -43.0% | +18.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling