-35.0%
CHTR vs INFQ
+7.9%
-42.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.7% |
| 7D | -4.1% | +2.1% | -6.2% | -4.2% |
| 30D | -3.0% | +6.1% | -9.1% | -3.6% |
| 3M | +4.8% | -7.1% | +11.8% | +4.9% |
| 6M | -35.0% | +14.8% | -49.8% | -36.3% |
| All | -35.0% | +7.9% | -42.9% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 6mo: compounded portfolio wealth divided by compounded INFQ 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…
6mo analysis · Full analysis span regression · 6 months rolling