-63.8%
CHTR vs MSFU
+72.2%
-136.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.8% |
| 7D | -0.3% | -3.2% | +2.9% | +0.1% |
| 30D | -4.5% | -3.1% | -1.3% | -4.1% |
| 3M | +10.2% | +35.3% | -25.0% | +4.6% |
| 6M | -37.2% | +31.6% | -68.8% | -40.8% |
| YTD | -30.2% | -9.5% | -20.7% | -30.1% |
| 1Y | -44.8% | -18.4% | -26.4% | -43.6% |
| 3Y | -65.5% | +26.9% | -92.4% | -70.7% |
| All | -63.8% | +72.2% | -136.0% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MSFU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling