-81.6%
CHTR vs INFY
-44.9%
-36.7%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +0.7% |
| 3M | +4.8% | -4.6% | +9.3% | +6.5% |
| 6M | -35.0% | -18.5% | -16.6% | -30.7% |
| YTD | -30.2% | -36.5% | +6.4% | -19.8% |
| 1Y | -44.8% | -32.8% | -12.0% | -38.3% |
| 3Y | -66.6% | -32.2% | -34.4% | -63.4% |
| All | -81.6% | -44.9% | -36.7% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling