-38.7%
NOW vs CHTR
-46.1%
+7.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.7% | -6.0% | -0.8% |
| 7D | -27.5% | +14.1% | -41.6% | -28.4% |
| 30D | -20.0% | +11.6% | -31.6% | -20.9% |
| 3M | -7.9% | -21.4% | +13.5% | -5.3% |
| 6M | +18.3% | -27.3% | +45.6% | +20.0% |
| YTD | -29.0% | -42.4% | +13.4% | -28.4% |
| 1Y | -38.7% | -45.6% | +6.9% | -37.5% |
| All | -38.7% | -46.1% | +7.4% | -37.5% |
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