-44.8%
CHTR vs BN
-14.1%
-30.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.5% |
| 7D | -4.1% | -5.2% | +1.1% | -1.8% |
| 30D | -3.0% | -14.5% | +11.5% | +3.8% |
| 3M | +4.8% | -15.0% | +19.8% | +12.5% |
| 6M | -35.0% | -5.4% | -29.6% | -32.7% |
| YTD | -30.2% | -16.4% | -13.7% | -24.6% |
| 1Y | -44.8% | -16.2% | -28.5% | -40.3% |
| All | -44.8% | -14.1% | -30.6% | -40.3% |
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