-82.1%
CHTR vs HDB
-38.6%
-43.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.1% | +6.1% | +5.2% |
| 7D | -7.1% | -6.2% | -1.0% | -5.7% |
| 30D | -10.9% | -6.2% | -4.6% | -9.4% |
| 3M | +2.0% | -5.9% | +7.9% | +3.4% |
| 6M | -35.9% | -25.9% | -10.0% | -31.5% |
| YTD | -32.7% | -40.2% | +7.6% | -24.2% |
| 1Y | -46.6% | -38.0% | -8.6% | -40.5% |
| 3Y | -66.7% | -30.5% | -36.2% | -64.6% |
| 5Y | -82.1% | -38.1% | -44.0% | -80.5% |
| All | -82.1% | -38.6% | -43.5% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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