-45.9%
CHTR vs MUB
+17.2%
-63.1%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.2% |
| 7D | -4.1% | -0.8% | -3.3% | -3.1% |
| 30D | -3.0% | -2.4% | -0.6% | -0.1% |
| 3M | +4.8% | -2.8% | +7.6% | +8.4% |
| 6M | -35.0% | -2.2% | -32.8% | -33.2% |
| YTD | -30.2% | -1.6% | -28.6% | -28.7% |
| 1Y | -44.8% | 0.0% | -44.8% | -44.6% |
| 3Y | -66.6% | +7.9% | -74.4% | -69.2% |
| 5Y | -81.5% | +1.2% | -82.7% | -81.9% |
| All | -45.9% | +17.2% | -63.1% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling