+282.5%
CHTR vs RMD
+930.1%
-647.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -8.0% |
| 7D | -15.8% | -4.7% | -11.0% | -14.6% |
| 30D | -12.7% | +0.2% | -12.9% | -12.6% |
| 3M | -1.1% | +12.0% | -13.1% | -4.0% |
| 6M | -39.9% | -12.5% | -27.4% | -37.8% |
| YTD | -35.9% | -7.9% | -27.9% | -34.6% |
| 1Y | -49.2% | -20.4% | -28.8% | -46.2% |
| 3Y | -68.3% | +53.1% | -121.4% | -73.1% |
| 5Y | -83.0% | -22.1% | -60.8% | -82.7% |
| 10Y | -49.3% | +275.4% | -324.7% | -67.7% |
| All | +282.5% | +930.1% | -647.5% | +74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling