-41.4%
CHTR vs HAS
+20.3%
-61.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | -1.1% | -1.8% | +0.7% | -0.5% |
| 30D | -0.8% | +2.3% | -3.0% | -1.1% |
| 3M | +17.8% | +10.4% | +7.4% | +15.1% |
| 6M | -34.5% | -3.2% | -31.3% | -33.5% |
| YTD | -27.2% | +15.4% | -42.6% | -29.9% |
| 1Y | -41.4% | +18.8% | -60.2% | -44.6% |
| All | -41.4% | +20.3% | -61.8% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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