-67.7%
CHTR vs PODD
-23.0%
-44.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.3% | +7.3% | +5.3% |
| 7D | -7.1% | -10.6% | +3.4% | -5.5% |
| 30D | -10.9% | -6.9% | -3.9% | -9.9% |
| 3M | +2.0% | -10.6% | +12.6% | +3.1% |
| 6M | -35.9% | -43.5% | +7.6% | -31.7% |
| YTD | -32.7% | -52.6% | +20.0% | -26.9% |
| 1Y | -46.6% | -60.1% | +13.6% | -41.0% |
| All | -67.7% | -23.0% | -44.8% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 3y: compounded portfolio wealth divided by compounded PODD 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…
3y analysis · Full analysis span regression · 6 months rolling