-8.6%
PATH vs CHTR
-45.1%
+36.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.8% | -0.5% |
| 7D | -2.7% | +4.9% | -7.6% | -3.5% |
| 30D | -3.7% | +17.2% | -20.9% | -6.3% |
| 3M | -13.8% | -20.6% | +6.8% | -10.9% |
| 6M | +20.3% | -21.7% | +42.0% | +23.3% |
| YTD | -20.8% | -41.9% | +21.1% | -15.6% |
| All | -8.6% | -45.1% | +36.5% | -1.8% |
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