-45.6%
CHTR vs MSTU
-88.0%
+42.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +10.3% | -4.7% | +5.5% |
| 7D | +14.1% | -4.8% | +18.9% | +14.1% |
| 30D | +11.6% | -29.6% | +41.1% | +12.1% |
| 3M | -21.4% | +69.4% | -90.8% | -23.9% |
| 6M | -27.3% | -62.2% | +35.0% | -26.5% |
| YTD | -42.4% | -61.1% | +18.7% | -43.1% |
| 1Y | -45.6% | -87.2% | +41.6% | -42.4% |
| All | -45.6% | -88.0% | +42.4% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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