+1,032.9%
TRV vs CHTR
+316.5%
+716.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.7% | -1.6% | +1.3% |
| 7D | +1.9% | -4.1% | +6.0% | +2.7% |
| 30D | +1.7% | -3.0% | +4.7% | +1.9% |
| 3M | +23.9% | +4.8% | +19.1% | +21.6% |
| 6M | +26.3% | -35.0% | +61.3% | +35.0% |
| YTD | +30.8% | -30.2% | +61.0% | +37.2% |
| 1Y | +36.3% | -44.8% | +81.1% | +50.1% |
| 3Y | +145.0% | -66.6% | +211.6% | +192.6% |
| 5Y | +163.9% | -81.5% | +245.4% | +258.3% |
| 10Y | +305.8% | -44.8% | +350.6% | +305.9% |
| All | +1,032.9% | +316.5% | +716.5% | +519.8% |
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