-45.6%
CHTR vs BND
-0.5%
-45.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.4% | +5.3% | +4.7% |
| 7D | +14.1% | +0.4% | +13.7% | +13.0% |
| 30D | +11.6% | +2.3% | +9.3% | +6.5% |
| 3M | -21.4% | -1.0% | -20.5% | -20.0% |
| 6M | -27.3% | -0.9% | -26.4% | -26.0% |
| YTD | -42.4% | -0.9% | -41.5% | -41.6% |
| 1Y | -45.6% | -0.5% | -45.1% | -45.4% |
| All | -45.6% | -0.5% | -45.1% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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