-27.5%
CHTR vs MDLN
+4.5%
-32.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.1% | +3.7% | -4.8% | -1.9% |
| 30D | -0.8% | -0.2% | -0.6% | -1.0% |
| 3M | +17.8% | +6.2% | +11.6% | +15.7% |
| 6M | -34.5% | -14.7% | -19.8% | -31.7% |
| YTD | -27.2% | -12.9% | -14.3% | -24.1% |
| All | -27.5% | +4.5% | -32.0% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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