-41.4%
CHTR vs FND
-36.4%
-5.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | 0.0% |
| 7D | -1.1% | -5.2% | +4.2% | 0.0% |
| 30D | -0.8% | -19.9% | +19.1% | +3.8% |
| 3M | +17.8% | +2.7% | +15.1% | +16.6% |
| 6M | -34.5% | -21.7% | -12.8% | -31.9% |
| YTD | -27.2% | -17.5% | -9.7% | -26.1% |
| 1Y | -41.4% | -39.3% | -2.1% | -40.0% |
| All | -41.4% | -36.4% | -5.1% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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