-45.6%
CHTR vs DAR
+63.3%
-108.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.5% | +8.1% | +5.7% |
| 7D | +14.1% | -5.7% | +19.8% | +14.3% |
| 30D | +11.6% | -16.6% | +28.2% | +12.6% |
| 3M | -21.4% | -13.1% | -8.4% | -21.2% |
| 6M | -27.3% | -18.8% | -8.5% | -26.0% |
| YTD | -42.4% | +45.3% | -87.7% | -45.1% |
| 1Y | -45.6% | +60.6% | -106.2% | -49.2% |
| All | -45.6% | +63.3% | -108.9% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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