+15.1%
TEAM vs CHTR
-46.1%
+61.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.7% | -6.3% | -1.2% |
| 7D | -13.7% | +14.1% | -27.8% | -15.2% |
| 30D | -3.4% | +11.6% | -15.0% | -4.9% |
| 3M | +72.1% | -21.4% | +93.6% | +76.5% |
| 6M | +103.8% | -27.3% | +131.1% | +106.8% |
| YTD | +17.1% | -42.4% | +59.5% | +18.8% |
| 1Y | +15.1% | -45.6% | +60.6% | +18.3% |
| All | +15.1% | -46.1% | +61.1% | +18.3% |
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