-45.6%
CHTR vs SMTC
+70.8%
-116.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -12.9% | +18.6% | +4.5% |
| 7D | +14.1% | -24.5% | +38.6% | +11.7% |
| 30D | +11.6% | -42.5% | +54.0% | +7.9% |
| 3M | -21.4% | -14.1% | -7.4% | -22.2% |
| 6M | -27.3% | +3.6% | -30.9% | -28.4% |
| YTD | -42.4% | +50.6% | -93.0% | -44.5% |
| 1Y | -45.6% | +72.2% | -117.8% | -47.5% |
| All | -45.6% | +70.8% | -116.4% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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