-69.3%
CHTR vs HAS
+43.5%
-112.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.5% | -6.6% | -7.7% |
| 7D | -15.8% | -4.8% | -10.9% | -14.5% |
| 30D | -12.7% | -5.1% | -7.5% | -11.2% |
| 3M | -1.1% | +6.4% | -7.5% | -2.6% |
| 6M | -39.9% | -5.6% | -34.3% | -39.0% |
| YTD | -35.9% | +11.0% | -46.8% | -37.8% |
| 1Y | -49.2% | +16.8% | -65.9% | -51.5% |
| All | -69.3% | +43.5% | -112.7% | -74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling