-81.6%
CHTR vs PSLV
+154.2%
-235.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.7% |
| 7D | -4.1% | -3.5% | -0.6% | -4.1% |
| 30D | -3.0% | -2.1% | -0.8% | -3.0% |
| 3M | +4.8% | -1.6% | +6.4% | +4.8% |
| 6M | -35.0% | -25.5% | -9.5% | -34.6% |
| YTD | -30.2% | -11.4% | -18.8% | -32.1% |
| 1Y | -44.8% | +48.6% | -93.3% | -49.1% |
| 3Y | -66.6% | +166.9% | -233.4% | -71.5% |
| All | -81.6% | +154.2% | -235.9% | -85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling