-45.6%
CHTR vs HAS
+66.3%
-111.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +3.1% | +2.6% | +4.6% |
| 7D | +14.1% | +2.4% | +11.7% | +13.2% |
| 30D | +11.6% | +31.6% | -20.0% | +1.2% |
| 3M | -21.4% | +33.9% | -55.3% | -28.9% |
| 6M | -27.3% | +31.4% | -58.7% | -34.0% |
| YTD | -42.4% | +51.6% | -94.0% | -50.0% |
| 1Y | -45.6% | +65.2% | -110.7% | -54.8% |
| All | -45.6% | +66.3% | -111.9% | -54.8% |
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