-39.9%
CHTR vs FND
-18.8%
-21.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.7% | -7.4% | -8.0% |
| 7D | -15.8% | -0.8% | -15.0% | -15.6% |
| 30D | -12.7% | -19.6% | +6.9% | -8.2% |
| 3M | -1.1% | -4.3% | +3.2% | -0.4% |
| 6M | -39.9% | -20.4% | -19.5% | -39.0% |
| All | -39.9% | -18.8% | -21.1% | -39.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling