+316.5%
CHTR vs BTG
+454.4%
-137.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.7% |
| 7D | -4.1% | -3.8% | -0.3% | -4.0% |
| 30D | -3.0% | +3.6% | -6.6% | -3.1% |
| 3M | +4.8% | +32.0% | -27.3% | +3.5% |
| 6M | -35.0% | +3.4% | -38.4% | -35.3% |
| YTD | -30.2% | +20.8% | -51.0% | -31.1% |
| 1Y | -44.8% | +22.4% | -67.2% | -45.6% |
| 3Y | -66.6% | +91.7% | -158.3% | -67.8% |
| 5Y | -81.5% | +79.0% | -160.5% | -82.2% |
| 10Y | -44.8% | +152.6% | -197.4% | -47.6% |
| All | +316.5% | +454.4% | -137.9% | +286.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling