-44.8%
CHTR vs HST
+36.5%
-81.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.3% | +3.6% |
| 7D | -4.1% | +0.9% | -5.0% | -4.3% |
| 30D | -3.0% | -2.5% | -0.5% | -2.6% |
| 3M | +4.8% | -5.1% | +9.9% | +5.3% |
| 6M | -35.0% | +21.6% | -56.6% | -37.9% |
| YTD | -30.2% | +31.6% | -61.8% | -34.4% |
| 1Y | -44.8% | +36.1% | -80.9% | -49.4% |
| All | -44.8% | +36.5% | -81.3% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling