+7.0%
NET vs CHTR
-43.3%
+50.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +4.7% | -12.9% | -7.9% |
| 7D | -21.2% | +15.5% | -36.7% | -20.2% |
| 30D | -31.1% | +15.9% | -47.0% | -30.2% |
| 3M | -16.5% | -17.8% | +1.3% | -15.7% |
| 6M | 0.0% | -20.5% | +20.5% | +0.7% |
| YTD | +24.0% | -39.7% | +63.7% | +26.8% |
| 1Y | +7.0% | -44.1% | +51.1% | +8.8% |
| All | +7.0% | -43.3% | +50.3% | +8.8% |
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