-39.9%
CHTR vs SMTC
+102.5%
-142.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.8% | -8.9% | -8.1% |
| 7D | -15.8% | +22.5% | -38.3% | -14.4% |
| 30D | -12.7% | +24.9% | -37.5% | -11.2% |
| 3M | -1.1% | +4.1% | -5.2% | +0.7% |
| 6M | -39.9% | +92.6% | -132.5% | -41.8% |
| All | -39.9% | +102.5% | -142.4% | -41.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling