-66.6%
CHTR vs RMD
+49.9%
-116.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.8% |
| 7D | -4.1% | -4.4% | +0.3% | -3.3% |
| 30D | -3.0% | -3.1% | +0.2% | -2.3% |
| 3M | +4.8% | +13.8% | -9.0% | +3.1% |
| 6M | -35.0% | -8.6% | -26.4% | -34.4% |
| YTD | -30.2% | -8.6% | -21.5% | -29.6% |
| 1Y | -44.8% | -19.7% | -25.1% | -43.6% |
| 3Y | -66.6% | +48.4% | -114.9% | -70.7% |
| All | -66.6% | +49.9% | -116.4% | -70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling