-17.4%
GIS vs CHTR
-46.1%
+28.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.7% | -0.5% | +4.1% |
| 7D | +8.5% | +14.1% | -5.6% | +5.7% |
| 30D | +15.3% | +11.6% | +3.7% | +12.9% |
| 3M | +0.9% | -21.4% | +22.4% | +4.5% |
| 6M | +7.9% | -27.3% | +35.2% | +11.9% |
| YTD | -17.6% | -42.4% | +24.8% | -14.2% |
| 1Y | -17.4% | -45.6% | +28.2% | -13.3% |
| All | -17.4% | -46.1% | +28.7% | -13.3% |
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 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