-49.1%
CHTR vs SUI
-7.5%
-41.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.4% | -6.8% | -7.2% |
| 7D | -15.8% | -4.3% | -11.5% | -13.3% |
| 30D | -12.7% | -2.1% | -10.5% | -11.1% |
| 3M | -1.1% | -6.1% | +5.0% | +3.0% |
| 6M | -39.9% | -12.8% | -27.2% | -35.3% |
| YTD | -35.9% | -4.6% | -31.2% | -33.8% |
| All | -49.1% | -7.5% | -41.6% | -46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling