-39.9%
CHTR vs PFG
+28.5%
-68.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.9% | -7.2% | -7.9% |
| 7D | -15.8% | +3.2% | -19.0% | -16.4% |
| 30D | -12.7% | +0.9% | -13.6% | -12.7% |
| 3M | -1.1% | +7.7% | -8.8% | -2.5% |
| 6M | -39.9% | +29.0% | -68.9% | -40.2% |
| All | -39.9% | +28.5% | -68.4% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 6mo: compounded portfolio wealth divided by compounded PFG 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…
6mo analysis · Full analysis span regression · 6 months rolling