-6.1%
PATH vs CHTR
-64.0%
+57.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.4% | -17.0% | -16.7% |
| 7D | -16.3% | -1.1% | -15.2% | -16.3% |
| 30D | +9.9% | -0.8% | +10.7% | +9.7% |
| 3M | +30.2% | +17.8% | +12.4% | +24.7% |
| 6M | +37.2% | -34.5% | +71.7% | +46.6% |
| YTD | -7.3% | -27.2% | +19.9% | -3.7% |
| 1Y | +40.0% | -41.4% | +81.4% | +53.5% |
| All | -6.1% | -64.0% | +57.9% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling