-45.6%
CHTR vs MTZ
-14.7%
-30.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -15.4% | +21.1% | +4.4% |
| 7D | +14.1% | -7.4% | +21.5% | +13.3% |
| 30D | +11.6% | -23.6% | +35.2% | +9.6% |
| 3M | -21.4% | -38.3% | +16.9% | -23.7% |
| 6M | -27.3% | -60.6% | +33.3% | -28.1% |
| YTD | -42.4% | -22.9% | -19.5% | -43.4% |
| 1Y | -45.6% | -14.3% | -31.3% | -48.0% |
| All | -45.6% | -14.7% | -30.9% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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