+70.3%
CHAT vs SPY
+19.4%
+50.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.8% |
| 7D | +6.5% | +0.5% | +6.0% | +5.0% |
| 30D | +2.0% | -0.9% | +2.9% | +4.3% |
| 3M | -2.9% | +3.9% | -6.8% | -10.3% |
| 6M | +49.2% | +14.5% | +34.7% | +15.0% |
| YTD | +54.1% | +12.9% | +41.2% | +22.5% |
| 1Y | +70.3% | +19.4% | +50.9% | +25.4% |
| All | +70.3% | +19.4% | +50.9% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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