-35.9%
CHTR vs TD
+27.3%
-63.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.8% | +4.1% | +4.7% |
| 7D | -7.1% | -2.6% | -4.6% | -6.3% |
| 30D | -10.9% | -1.0% | -9.8% | -11.0% |
| 3M | +2.0% | +5.6% | -3.6% | -3.5% |
| 6M | -35.9% | +27.1% | -63.0% | -46.3% |
| All | -35.9% | +27.3% | -63.2% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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