-66.6%
CHTR vs TROW
+11.3%
-77.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +4.2% |
| 7D | -4.1% | -3.2% | -0.9% | -2.7% |
| 30D | -3.0% | -4.6% | +1.6% | -0.9% |
| 3M | +4.8% | -0.7% | +5.4% | +4.7% |
| 6M | -35.0% | +22.2% | -57.2% | -40.9% |
| YTD | -30.2% | +6.6% | -36.8% | -32.7% |
| 1Y | -44.8% | +5.8% | -50.6% | -46.6% |
| 3Y | -66.6% | +11.6% | -78.2% | -71.5% |
| All | -66.6% | +11.3% | -77.9% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 3y: compounded portfolio wealth divided by compounded TROW 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…
3y analysis · Full analysis span regression · 6 months rolling