-81.6%
CHTR vs TRMB
-39.0%
-42.7%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.1% |
| 7D | -4.1% | -3.0% | -1.0% | -2.8% |
| 30D | -3.0% | +2.3% | -5.3% | -3.9% |
| 3M | +4.8% | +15.3% | -10.6% | -1.0% |
| 6M | -35.0% | -14.7% | -20.3% | -31.1% |
| YTD | -30.2% | -26.4% | -3.8% | -21.7% |
| 1Y | -44.8% | -30.4% | -14.4% | -36.9% |
| 3Y | -66.6% | +13.5% | -80.1% | -69.5% |
| All | -81.6% | -39.0% | -42.7% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling