-4.6%
HD vs CHTR
-46.1%
+41.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.7% | +0.9% | +5.6% |
| 7D | +11.9% | +14.1% | -2.2% | +9.6% |
| 30D | +26.4% | +11.6% | +14.8% | +24.2% |
| 3M | +2.8% | -21.4% | +24.3% | +5.6% |
| 6M | +15.5% | -27.3% | +42.7% | +19.2% |
| YTD | +5.5% | -42.4% | +47.9% | +11.0% |
| 1Y | -4.6% | -45.6% | +41.0% | +1.9% |
| All | -4.6% | -46.1% | +41.5% | +1.9% |
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