-34.8%
CHTR vs SUI
-3.0%
-31.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.2% |
| 7D | +13.4% | -2.4% | +15.8% | +15.1% |
| 30D | +33.0% | +3.3% | +29.7% | +29.9% |
| 3M | -13.6% | +0.7% | -14.2% | -13.7% |
| 6M | -7.8% | -4.1% | -3.6% | -5.5% |
| YTD | -34.7% | -1.8% | -32.9% | -33.7% |
| 1Y | -34.8% | -4.1% | -30.8% | -32.9% |
| All | -34.8% | -3.0% | -31.8% | -32.9% |
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