-78.0%
PATH vs CHTR
-76.7%
-1.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.4% | -17.0% | -16.8% |
| 7D | -16.3% | -1.1% | -15.2% | -16.2% |
| 30D | +9.9% | -0.8% | +10.7% | +9.4% |
| 3M | +30.2% | +17.8% | +12.4% | +20.3% |
| 6M | +37.2% | -34.5% | +71.7% | +55.0% |
| YTD | -7.3% | -27.2% | +19.9% | -0.8% |
| 1Y | +40.0% | -41.4% | +81.4% | +64.9% |
| 3Y | -4.4% | -64.0% | +59.6% | +35.4% |
| 5Y | -76.0% | -81.3% | +5.2% | -48.9% |
| All | -78.0% | -76.7% | -1.3% | -57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling