+1,584.7%
ADI vs CHTR
+282.5%
+1,302.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.1% | +8.6% | +2.6% |
| 7D | +2.6% | -15.8% | +18.4% | +7.1% |
| 30D | -4.6% | -12.7% | +8.0% | -1.8% |
| 3M | -9.5% | -1.1% | -8.4% | -10.8% |
| 6M | +14.8% | -39.9% | +54.8% | +27.4% |
| YTD | +35.8% | -35.9% | +71.7% | +46.8% |
| 1Y | +48.9% | -49.2% | +98.1% | +72.3% |
| 3Y | +115.6% | -68.3% | +183.9% | +176.7% |
| 5Y | +135.1% | -83.0% | +218.1% | +261.8% |
| 10Y | +636.4% | -49.3% | +685.8% | +686.2% |
| All | +1,584.7% | +282.5% | +1,302.2% | +769.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 all: compounded portfolio wealth divided by compounded CHTR 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…
all analysis · Full analysis span regression · 6 months rolling