+12.8%
TEAM vs CHTR
-41.9%
+54.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.7% |
| 7D | -0.4% | -1.1% | +0.6% | -0.4% |
| 30D | +67.3% | -0.8% | +68.1% | +66.6% |
| 3M | +86.8% | +17.8% | +69.0% | +80.8% |
| 6M | +146.8% | -34.5% | +181.3% | +141.9% |
| YTD | +16.9% | -27.2% | +44.1% | +15.2% |
| 1Y | +12.8% | -41.4% | +54.2% | +15.3% |
| All | +12.8% | -41.9% | +54.7% | +15.3% |
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