+316.4%
CHTR vs HDB
+289.9%
+26.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.1% | -3.4% |
| 7D | -0.3% | -2.0% | +1.7% | +0.2% |
| 30D | -4.5% | -4.9% | +0.4% | -3.4% |
| 3M | +10.2% | -2.3% | +12.5% | +10.7% |
| 6M | -37.2% | -23.7% | -13.5% | -33.7% |
| YTD | -30.2% | -38.5% | +8.3% | -22.6% |
| 1Y | -44.8% | -36.5% | -8.3% | -39.3% |
| 3Y | -65.5% | -28.5% | -37.0% | -63.5% |
| 5Y | -81.8% | -37.4% | -44.4% | -80.4% |
| 10Y | -45.8% | +34.0% | -79.8% | -53.5% |
| All | +316.4% | +289.9% | +26.5% | +180.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling