-16.1%
TEAM vs CHTR
-66.9%
+50.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.0% | -4.0% | -0.4% |
| 7D | -7.8% | -7.1% | -0.6% | -5.8% |
| 30D | +16.5% | -10.9% | +27.4% | +19.9% |
| 3M | +96.2% | +2.0% | +94.2% | +92.3% |
| 6M | +130.2% | -35.9% | +166.1% | +151.8% |
| YTD | +10.7% | -32.7% | +43.4% | +18.2% |
| 1Y | +3.0% | -46.6% | +49.6% | +20.3% |
| All | -16.1% | -66.9% | +50.8% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling