-44.8%
CHTR vs BNS
+49.3%
-94.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.5% |
| 7D | -4.1% | -0.4% | -3.7% | -4.0% |
| 30D | -3.0% | +3.5% | -6.4% | -3.9% |
| 3M | +4.8% | +14.1% | -9.3% | +1.2% |
| 6M | -35.0% | +33.8% | -68.8% | -39.2% |
| YTD | -30.2% | +29.5% | -59.6% | -35.0% |
| 1Y | -44.8% | +48.4% | -93.2% | -52.7% |
| All | -44.8% | +49.3% | -94.1% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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