-45.6%
CHTR vs TRMB
-31.2%
-14.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -17.3% | +23.0% | +10.3% |
| 7D | +14.1% | -15.7% | +29.8% | +18.1% |
| 30D | +11.6% | -7.8% | +19.3% | +11.1% |
| 3M | -21.4% | -9.3% | -12.1% | -21.5% |
| 6M | -27.3% | -20.8% | -6.4% | -23.6% |
| YTD | -42.4% | -30.8% | -11.6% | -35.6% |
| 1Y | -45.6% | -31.0% | -14.6% | -39.3% |
| All | -45.6% | -31.2% | -14.3% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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