+49.9%
TRV vs CHTR
-46.1%
+95.9%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.7% | -2.2% | +2.9% |
| 7D | +3.9% | +14.1% | -10.2% | +2.5% |
| 30D | +13.5% | +11.6% | +1.9% | +12.1% |
| 3M | +8.9% | -21.4% | +30.3% | +10.9% |
| 6M | +36.8% | -27.3% | +64.0% | +39.7% |
| YTD | +42.7% | -42.4% | +85.1% | +46.5% |
| 1Y | +49.9% | -45.6% | +95.4% | +54.0% |
| All | +49.9% | -46.1% | +95.9% | +54.0% |
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