+282.5%
CHTR vs TECH
+396.0%
-113.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.1% | -8.0% | -8.1% |
| 7D | -15.8% | -0.1% | -15.7% | -15.8% |
| 30D | -12.7% | +0.3% | -12.9% | -12.7% |
| 3M | -1.1% | +32.9% | -34.0% | -9.5% |
| 6M | -39.9% | +32.1% | -72.0% | -45.8% |
| YTD | -35.9% | +23.4% | -59.2% | -41.2% |
| 1Y | -49.2% | +34.1% | -83.2% | -54.9% |
| 3Y | -68.3% | +2.2% | -70.5% | -70.6% |
| 5Y | -83.0% | -41.8% | -41.1% | -81.6% |
| 10Y | -49.3% | +188.9% | -238.2% | -70.8% |
| All | +282.5% | +396.0% | -113.4% | +75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling