-44.8%
CHTR vs BTSG
+113.2%
-157.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.8% |
| 7D | -4.1% | -3.3% | -0.8% | -4.2% |
| 30D | -3.0% | -1.6% | -1.4% | -3.0% |
| 3M | +4.8% | -6.9% | +11.7% | +3.2% |
| 6M | -35.0% | +42.1% | -77.1% | -39.6% |
| YTD | -30.2% | +56.8% | -87.0% | -36.1% |
| 1Y | -44.8% | +109.8% | -154.6% | -52.3% |
| All | -44.8% | +113.2% | -157.9% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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