-8.1%
PATH vs CHTR
-47.6%
+39.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.2% | +6.1% | +0.8% |
| 7D | -5.3% | +5.9% | -11.2% | -6.3% |
| 30D | -0.5% | +10.4% | -10.9% | -2.4% |
| 3M | -7.1% | -25.0% | +17.9% | -3.2% |
| 6M | +23.8% | -24.6% | +48.4% | +27.6% |
| YTD | -20.7% | -43.4% | +22.8% | -15.3% |
| 1Y | -8.1% | -45.8% | +37.7% | +0.3% |
| All | -8.1% | -47.6% | +39.5% | +0.3% |
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