-45.6%
CHTR vs BN
-3.9%
-41.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.1% | -0.4% | +2.7% |
| 7D | +14.1% | +12.0% | +2.1% | +8.2% |
| 30D | +11.6% | +17.0% | -5.4% | +3.8% |
| 3M | -21.4% | -3.2% | -18.2% | -20.6% |
| 6M | -27.3% | -3.9% | -23.4% | -26.0% |
| YTD | -42.4% | -5.6% | -36.8% | -41.2% |
| 1Y | -45.6% | -4.7% | -40.8% | -44.7% |
| All | -45.6% | -3.9% | -41.6% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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