-77.0%
PATH vs CHTR
-82.9%
+5.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.2% | +6.1% | +2.2% |
| 7D | -5.3% | +5.9% | -11.2% | -7.6% |
| 30D | -0.5% | +10.4% | -10.9% | -4.9% |
| 3M | -7.1% | -25.0% | +17.9% | +1.8% |
| 6M | +23.8% | -24.6% | +48.4% | +34.2% |
| YTD | -20.7% | -43.4% | +22.8% | -7.4% |
| 1Y | -8.1% | -45.8% | +37.7% | +9.2% |
| 3Y | -21.8% | -71.6% | +49.8% | +20.4% |
| All | -77.0% | -82.9% | +5.9% | -48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling