+64.0%
XBI vs CHYM
+42.5%
+21.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | -4.6% | -2.3% | -2.4% | -4.4% |
| 30D | -2.0% | +4.4% | -6.4% | -2.5% |
| 3M | +17.8% | +91.3% | -73.5% | +8.1% |
| 6M | +23.7% | +44.0% | -20.3% | +16.0% |
| YTD | +28.2% | +31.1% | -2.9% | +20.3% |
| 1Y | +64.0% | +37.8% | +26.1% | +55.5% |
| All | +64.0% | +42.5% | +21.4% | +55.5% |
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