-45.0%
CHTR vs PSLV
+42.8%
-87.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.9% | -1.8% |
| 7D | -5.7% | -5.9% | +0.2% | -6.0% |
| 30D | -7.1% | -3.1% | -3.9% | -7.3% |
| 3M | -1.7% | -5.3% | +3.6% | -1.7% |
| 6M | -34.3% | -21.8% | -12.5% | -34.8% |
| YTD | -31.3% | -13.7% | -17.7% | -34.5% |
| All | -45.0% | +42.8% | -87.8% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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