-45.9%
CHTR vs INFY
+80.1%
-126.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.2% |
| 7D | -4.1% | -5.4% | +1.3% | -2.2% |
| 30D | -3.0% | -9.9% | +6.9% | +0.6% |
| 3M | +4.8% | -4.6% | +9.3% | +6.4% |
| 6M | -35.0% | -18.5% | -16.6% | -30.8% |
| YTD | -30.2% | -36.5% | +6.4% | -19.8% |
| 1Y | -44.8% | -32.8% | -12.0% | -38.2% |
| 3Y | -66.6% | -32.2% | -34.4% | -63.2% |
| 5Y | -81.5% | -44.7% | -36.8% | -78.6% |
| All | -45.9% | +80.1% | -126.0% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling