-81.6%
CHTR vs FWONK
+97.7%
-179.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.7% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -3.0% | -7.7% | +4.8% | -0.1% |
| 3M | +4.8% | +5.7% | -1.0% | +2.4% |
| 6M | -35.0% | +13.5% | -48.5% | -38.1% |
| YTD | -30.2% | -3.0% | -27.2% | -29.8% |
| 1Y | -44.8% | -6.4% | -38.4% | -43.9% |
| 3Y | -66.6% | +43.8% | -110.4% | -71.1% |
| All | -81.6% | +97.7% | -179.3% | -86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 5y: compounded portfolio wealth divided by compounded FWONK 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…
5y analysis · Full analysis span regression · 6 months rolling