-44.8%
CHTR vs IBB
+44.5%
-89.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.7% |
| 7D | -4.1% | -4.2% | +0.1% | -2.9% |
| 30D | -3.0% | +1.1% | -4.1% | -3.0% |
| 3M | +4.8% | +19.0% | -14.3% | +0.7% |
| 6M | -35.0% | +18.9% | -53.9% | -37.5% |
| YTD | -30.2% | +20.3% | -50.5% | -33.4% |
| 1Y | -44.8% | +41.5% | -86.2% | -48.0% |
| All | -44.8% | +44.5% | -89.3% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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