+17.1%
MCHP vs CHTR
-44.4%
+61.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.7% | 0.0% | +3.7% |
| 7D | 0.0% | -4.1% | +4.1% | 0.0% |
| 30D | -6.0% | -3.0% | -3.1% | -6.0% |
| 3M | -19.7% | +4.8% | -24.4% | -19.4% |
| 6M | +14.0% | -35.0% | +49.1% | +19.1% |
| YTD | +18.4% | -30.2% | +48.6% | +23.1% |
| 1Y | +17.1% | -44.8% | +61.9% | +28.5% |
| All | +17.1% | -44.4% | +61.5% | +28.5% |
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 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