-45.9%
CHTR vs SUI
+101.8%
-147.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.9% |
| 7D | -4.1% | -4.2% | +0.1% | -2.4% |
| 30D | -3.0% | -3.3% | +0.3% | -1.6% |
| 3M | +4.8% | -8.2% | +13.0% | +8.5% |
| 6M | -35.0% | -14.5% | -20.6% | -30.9% |
| YTD | -30.2% | -5.9% | -24.3% | -28.5% |
| 1Y | -44.8% | -9.7% | -35.0% | -42.5% |
| 3Y | -66.6% | +7.7% | -74.2% | -67.9% |
| 5Y | -81.5% | -31.9% | -49.6% | -79.3% |
| All | -45.9% | +101.8% | -147.7% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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