-66.6%
CHTR vs HBM
+458.1%
-524.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.7% |
| 7D | -4.1% | -3.3% | -0.8% | -4.0% |
| 30D | -3.0% | -4.8% | +1.9% | -2.9% |
| 3M | +4.8% | -0.4% | +5.2% | +4.5% |
| 6M | -35.0% | +17.9% | -52.9% | -36.1% |
| YTD | -30.2% | +33.7% | -63.9% | -32.8% |
| 1Y | -44.8% | +95.6% | -140.4% | -49.0% |
| 3Y | -66.6% | +458.1% | -524.7% | -74.8% |
| All | -66.6% | +458.1% | -524.7% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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