-23.1%
DASH vs CHTR
-49.0%
+25.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.1% | +6.5% | 0.0% |
| 7D | -12.8% | -15.8% | +3.0% | -9.9% |
| 30D | -6.0% | -12.7% | +6.6% | -3.7% |
| 3M | +26.7% | -1.1% | +27.8% | +26.2% |
| 6M | +11.7% | -39.9% | +51.6% | +18.1% |
| YTD | -12.9% | -35.9% | +23.0% | -8.6% |
| 1Y | -23.1% | -49.2% | +26.0% | -9.9% |
| All | -23.1% | -49.0% | +25.9% | -9.9% |
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