-65.5%
CHTR vs MTSI
+241.4%
-306.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.3% | -4.2% |
| 7D | -0.3% | +4.9% | -5.2% | -0.4% |
| 30D | -4.5% | -11.6% | +7.1% | -4.3% |
| 3M | +10.2% | -24.1% | +34.3% | +11.1% |
| 6M | -37.2% | +32.4% | -69.7% | -39.7% |
| YTD | -30.2% | +60.4% | -90.6% | -34.6% |
| 1Y | -44.8% | +111.0% | -155.7% | -50.4% |
| 3Y | -65.5% | +246.1% | -311.6% | -73.7% |
| All | -65.5% | +241.4% | -306.9% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MTSI 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling