+11.7%
DASH vs CHTR
-77.0%
+88.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.4% | -5.0% | -4.8% |
| 7D | -10.6% | -1.1% | -9.5% | -10.4% |
| 30D | +2.2% | -0.8% | +2.9% | +2.0% |
| 3M | +32.3% | +17.8% | +14.5% | +24.0% |
| 6M | +19.1% | -34.5% | +53.6% | +32.4% |
| YTD | -6.5% | -27.2% | +20.7% | -0.6% |
| 1Y | -14.9% | -41.4% | +26.5% | -2.1% |
| 3Y | +151.9% | -64.0% | +216.0% | +234.7% |
| 5Y | +9.4% | -81.3% | +90.7% | +84.1% |
| All | +11.7% | -77.0% | +88.7% | +86.4% |
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