-66.0%
CHTR vs NVD
-99.1%
+33.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +4.5% | +0.5% | +5.0% |
| 7D | -7.1% | +9.0% | -16.2% | -7.2% |
| 30D | -10.9% | -5.5% | -5.4% | -10.9% |
| 3M | +2.0% | -24.6% | +26.6% | +2.0% |
| 6M | -35.9% | -42.1% | +6.2% | -36.1% |
| YTD | -32.7% | -44.3% | +11.7% | -32.9% |
| 1Y | -46.6% | -54.2% | +7.6% | -46.9% |
| 3Y | -66.7% | -99.1% | +32.4% | -69.9% |
| All | -66.0% | -99.1% | +33.1% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 all: compounded portfolio wealth divided by compounded NVD 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…
all analysis · Full analysis span regression · 6 months rolling