-81.2%
CHTR vs BBIO
+41.8%
-123.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | -5.7% | -3.3% | -2.4% | -5.5% |
| 30D | -7.1% | -9.4% | +2.3% | -6.5% |
| 3M | -1.7% | +8.4% | -10.0% | -2.4% |
| 6M | -34.3% | +4.3% | -38.6% | -34.7% |
| YTD | -31.3% | -5.4% | -26.0% | -31.5% |
| 1Y | -45.6% | +41.3% | -86.9% | -47.4% |
| 3Y | -68.1% | +144.4% | -212.5% | -70.9% |
| 5Y | -81.2% | +48.5% | -129.7% | -85.4% |
| All | -81.2% | +41.8% | -123.0% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling