-81.6%
CHTR vs BTG
+78.0%
-159.6%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.7% |
| 7D | -4.1% | -3.8% | -0.3% | -3.9% |
| 30D | -3.0% | +3.6% | -6.6% | -3.3% |
| 3M | +4.8% | +32.0% | -27.3% | +2.3% |
| 6M | -35.0% | +3.4% | -38.4% | -35.4% |
| YTD | -30.2% | +20.8% | -51.0% | -32.1% |
| 1Y | -44.8% | +22.4% | -67.2% | -46.7% |
| 3Y | -66.6% | +91.7% | -158.3% | -69.9% |
| All | -81.6% | +78.0% | -159.6% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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