-45.6%
CHTR vs RMD
-1.9%
-43.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.9% | -0.2% | +3.3% |
| 7D | +14.1% | -3.9% | +18.0% | +15.3% |
| 30D | +11.6% | +7.9% | +3.7% | +7.1% |
| 3M | -21.4% | +8.1% | -29.5% | -24.4% |
| 6M | -27.3% | +15.5% | -42.8% | -31.7% |
| YTD | -42.4% | +0.7% | -43.1% | -45.2% |
| 1Y | -45.6% | -1.4% | -44.2% | -48.0% |
| All | -45.6% | -1.9% | -43.7% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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