+740.1%
TEAM vs CHTR
-21.8%
+761.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.8% | -5.4% |
| 7D | -5.7% | -0.3% | -5.4% | -5.8% |
| 30D | +18.3% | -4.5% | +22.8% | +19.7% |
| 3M | +80.2% | +10.2% | +70.0% | +71.4% |
| 6M | +111.0% | -37.2% | +148.2% | +141.5% |
| YTD | +8.8% | -30.2% | +39.0% | +18.1% |
| 1Y | +2.2% | -44.8% | +46.9% | +21.9% |
| 3Y | -14.6% | -65.5% | +50.9% | +20.1% |
| 5Y | -53.8% | -81.8% | +28.0% | -18.5% |
| 10Y | +475.2% | -45.8% | +521.0% | +553.9% |
| All | +740.1% | -21.8% | +761.9% | +713.8% |
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