-21.4%
NOW vs CHTR
-41.9%
+20.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.0% |
| 7D | -2.4% | -1.1% | -1.3% | -2.4% |
| 30D | +20.5% | -0.8% | +21.3% | +20.3% |
| 3M | +18.3% | +17.8% | +0.6% | +15.8% |
| 6M | +24.1% | -34.5% | +58.6% | +21.3% |
| YTD | -7.8% | -27.2% | +19.4% | -9.5% |
| 1Y | -21.4% | -41.4% | +20.0% | -21.2% |
| All | -21.4% | -41.9% | +20.5% | -21.2% |
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