+103.6%
HAL vs CHTR
-82.1%
+185.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.0% | -7.8% | -3.6% |
| 7D | -3.3% | -7.1% | +3.9% | -2.3% |
| 30D | +7.2% | -10.9% | +18.1% | +8.7% |
| 3M | -8.8% | +2.0% | -10.8% | -9.7% |
| 6M | +3.0% | -35.9% | +38.9% | +9.0% |
| YTD | +29.4% | -32.7% | +62.1% | +34.9% |
| 1Y | +62.8% | -46.6% | +109.4% | +78.2% |
| 3Y | -6.4% | -66.7% | +60.3% | +11.1% |
| 5Y | +103.6% | -82.1% | +185.8% | +152.5% |
| All | +103.6% | -82.1% | +185.7% | +152.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling