-45.6%
CHTR vs NVT
+3.0%
-48.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -12.7% | +18.4% | +3.1% |
| 7D | +14.1% | -19.5% | +33.6% | +9.9% |
| 30D | +11.6% | -32.4% | +44.0% | +4.8% |
| 3M | -21.4% | -30.3% | +8.9% | -25.6% |
| 6M | -27.3% | -30.4% | +3.2% | -31.1% |
| YTD | -42.4% | +11.3% | -53.7% | -45.3% |
| 1Y | -45.6% | +3.6% | -49.1% | -47.3% |
| All | -45.6% | +3.0% | -48.6% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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