-75.6%
PATH vs CHTR
-80.9%
+5.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.7% |
| 7D | +0.7% | +5.4% | -4.7% | -1.6% |
| 30D | -1.1% | +24.0% | -25.2% | -9.5% |
| 3M | -14.2% | -11.7% | -2.5% | -11.5% |
| 6M | +30.9% | -10.3% | +41.2% | +32.6% |
| YTD | -20.1% | -36.5% | +16.4% | -10.8% |
| 1Y | -8.1% | -37.7% | +29.7% | +3.4% |
| 3Y | -24.3% | -67.6% | +43.4% | +10.3% |
| 5Y | -75.6% | -80.8% | +5.2% | -47.5% |
| All | -75.6% | -80.9% | +5.3% | -47.5% |
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