-65.9%
CHTR vs DOCS
+39.4%
-105.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.3% |
| 7D | +17.2% | +2.6% | +14.7% | +17.1% |
| 30D | +31.6% | +11.4% | +20.2% | +31.0% |
| 3M | -11.6% | +25.4% | -37.0% | -12.5% |
| 6M | -3.3% | +42.5% | -45.8% | -4.8% |
| YTD | -33.7% | -24.7% | -9.0% | -32.7% |
| 1Y | -32.4% | -32.9% | +0.5% | -31.0% |
| 3Y | -65.9% | +39.6% | -105.6% | -69.1% |
| All | -65.9% | +39.4% | -105.3% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 3y: compounded portfolio wealth divided by compounded DOCS 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…
3y analysis · Full analysis span regression · 6 months rolling