-81.6%
CHTR vs BLDR
+10.9%
-92.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.2% |
| 7D | -4.1% | -8.2% | +4.1% | -2.3% |
| 30D | -3.0% | -16.6% | +13.7% | +0.9% |
| 3M | +4.8% | -23.2% | +27.9% | +10.2% |
| 6M | -35.0% | -33.7% | -1.3% | -29.7% |
| YTD | -30.2% | -41.3% | +11.2% | -22.7% |
| 1Y | -44.8% | -58.8% | +14.0% | -34.2% |
| 3Y | -66.6% | -57.5% | -9.1% | -62.5% |
| All | -81.6% | +10.9% | -92.5% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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