-58.6%
CHTR vs MSTU
-88.1%
+29.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -6.8% | +11.8% | +5.2% |
| 7D | -7.1% | -22.0% | +14.9% | -6.4% |
| 30D | -10.9% | +60.3% | -71.2% | -13.2% |
| 3M | +2.0% | -3.7% | +5.7% | +0.6% |
| 6M | -35.9% | -45.2% | +9.3% | -35.8% |
| YTD | -32.7% | -64.3% | +31.6% | -32.4% |
| 1Y | -46.6% | -94.0% | +47.5% | -42.9% |
| All | -58.6% | -88.1% | +29.5% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling