-44.8%
CHTR vs EQH
+3.9%
-48.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.2% |
| 7D | -4.1% | +0.7% | -4.8% | -4.3% |
| 30D | -3.0% | +2.8% | -5.8% | -3.9% |
| 3M | +4.8% | +23.1% | -18.3% | -1.8% |
| 6M | -35.0% | +41.4% | -76.4% | -41.5% |
| YTD | -30.2% | +14.3% | -44.4% | -32.4% |
| 1Y | -44.8% | +1.6% | -46.4% | -45.5% |
| All | -44.8% | +3.9% | -48.6% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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