-69.3%
CHTR vs BIL
+14.1%
-83.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | 0.0% | -8.1% | -8.1% |
| 7D | -15.8% | +0.1% | -15.8% | -16.0% |
| 30D | -12.7% | +0.3% | -12.9% | -13.7% |
| 3M | -1.1% | +0.9% | -2.0% | -6.2% |
| 6M | -39.9% | +1.8% | -41.7% | -46.6% |
| YTD | -35.9% | +2.5% | -38.3% | -45.6% |
| 1Y | -49.2% | +3.7% | -52.8% | -60.7% |
| All | -69.3% | +14.1% | -83.3% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 3y: compounded portfolio wealth divided by compounded BIL 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…
3y analysis · Full analysis span regression · 6 months rolling