-44.8%
CHTR vs TDG
-11.6%
-33.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.4% |
| 7D | -4.1% | -1.9% | -2.2% | -3.7% |
| 30D | -3.0% | -7.7% | +4.7% | -1.4% |
| 3M | +4.8% | -9.3% | +14.1% | +6.4% |
| 6M | -35.0% | -9.4% | -25.6% | -34.3% |
| YTD | -30.2% | -14.3% | -15.9% | -29.3% |
| 1Y | -44.8% | -11.8% | -32.9% | -44.0% |
| All | -44.8% | -11.6% | -33.2% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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