-81.6%
CHTR vs FND
-63.3%
-18.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.5% |
| 7D | -4.1% | -5.8% | +1.7% | -2.7% |
| 30D | -3.0% | -20.2% | +17.2% | +2.4% |
| 3M | +4.8% | -12.0% | +16.7% | +7.4% |
| 6M | -35.0% | -18.5% | -16.5% | -32.6% |
| YTD | -30.2% | -22.3% | -7.9% | -27.2% |
| 1Y | -44.8% | -47.6% | +2.9% | -36.8% |
| 3Y | -66.6% | -49.8% | -16.8% | -63.4% |
| All | -81.6% | -63.3% | -18.3% | -80.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling