+1,083.8%
INTU vs CHTR
+316.4%
+767.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -2.9% |
| 7D | -7.5% | -0.3% | -7.2% | -7.6% |
| 30D | -1.9% | -4.5% | +2.5% | -0.9% |
| 3M | +4.9% | +10.2% | -5.4% | +1.2% |
| 6M | -33.2% | -37.2% | +4.0% | -25.9% |
| YTD | -51.4% | -30.2% | -21.2% | -48.1% |
| 1Y | -52.0% | -44.8% | -7.2% | -45.0% |
| 3Y | -40.7% | -65.5% | +24.8% | -24.9% |
| 5Y | -41.7% | -81.8% | +40.1% | -10.0% |
| 10Y | +211.1% | -45.8% | +256.9% | +234.4% |
| All | +1,083.8% | +316.4% | +767.4% | +547.4% |
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