-17.2%
DASH vs CHTR
-46.1%
+28.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.7% | +2.7% | +7.1% |
| 7D | +17.2% | +14.1% | +3.1% | +14.1% |
| 30D | +3.6% | +11.6% | -8.0% | +1.3% |
| 3M | -1.9% | -21.4% | +19.6% | +1.9% |
| 6M | +15.1% | -27.3% | +42.3% | +19.9% |
| YTD | -12.3% | -42.4% | +30.1% | -6.7% |
| 1Y | -17.2% | -45.6% | +28.3% | -7.5% |
| All | -17.2% | -46.1% | +28.8% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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