-83.0%
CHTR vs HAS
+10.8%
-93.7%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.5% | -6.6% | -7.6% |
| 7D | -15.8% | -4.8% | -10.9% | -14.2% |
| 30D | -12.7% | -5.1% | -7.5% | -10.9% |
| 3M | -1.1% | +6.4% | -7.5% | -3.2% |
| 6M | -39.9% | -5.6% | -34.3% | -38.9% |
| YTD | -35.9% | +11.0% | -46.8% | -38.6% |
| 1Y | -49.2% | +16.8% | -65.9% | -52.3% |
| 3Y | -68.3% | +44.0% | -112.3% | -73.1% |
| 5Y | -83.0% | +11.0% | -93.9% | -85.0% |
| All | -83.0% | +10.8% | -93.7% | -85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling