-81.6%
CHTR vs TECH
-43.3%
-38.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.7% | +3.7% |
| 7D | -4.1% | -0.4% | -3.7% | -4.0% |
| 30D | -3.0% | 0.0% | -2.9% | -3.0% |
| 3M | +4.8% | +33.7% | -28.9% | -2.5% |
| 6M | -35.0% | +34.9% | -69.9% | -40.6% |
| YTD | -30.2% | +23.2% | -53.3% | -34.8% |
| 1Y | -44.8% | +36.3% | -81.1% | -50.1% |
| 3Y | -66.6% | +2.3% | -68.8% | -68.4% |
| All | -81.6% | -43.3% | -38.3% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling