-5.2%
DASH vs CHTR
-82.1%
+76.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.2% | +6.1% | +1.8% |
| 7D | +0.4% | +5.9% | -5.5% | -1.6% |
| 30D | -6.0% | +10.4% | -16.4% | -9.2% |
| 3M | -15.8% | -25.0% | +9.3% | -8.6% |
| 6M | +7.0% | -24.6% | +31.5% | +14.9% |
| YTD | -20.7% | -43.4% | +22.8% | -9.2% |
| 1Y | -8.5% | -45.8% | +37.3% | +6.1% |
| 3Y | +101.8% | -71.6% | +173.4% | +187.1% |
| 5Y | -9.6% | -82.9% | +73.3% | +59.8% |
| All | -5.2% | -82.1% | +76.9% | +70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling