+36.5%
XBI vs CHYM
+63.9%
-27.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.8% | -6.9% |
| 7D | -6.0% | +4.5% | -10.5% | -6.5% |
| 30D | -1.7% | +9.2% | -10.8% | -2.8% |
| 3M | -3.0% | +16.4% | -19.4% | -5.3% |
| 6M | +11.0% | +45.2% | -34.1% | +4.6% |
| YTD | +21.8% | +19.9% | +1.9% | +14.2% |
| 1Y | +36.5% | +57.8% | -21.4% | +27.0% |
| All | +36.5% | +63.9% | -27.5% | +27.0% |
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