+334.3%
CHTR vs SUI
+1,118.2%
-784.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -1.1% | -2.8% | +1.8% | 0.0% |
| 30D | -0.8% | -1.2% | +0.4% | -0.3% |
| 3M | +17.8% | -1.7% | +19.5% | +18.7% |
| 6M | -34.5% | -10.5% | -24.0% | -31.6% |
| YTD | -27.2% | -1.8% | -25.4% | -26.7% |
| 1Y | -41.4% | -4.1% | -37.3% | -40.5% |
| 3Y | -64.0% | +11.3% | -75.3% | -65.9% |
| 5Y | -81.3% | -32.1% | -49.2% | -79.0% |
| 10Y | -44.1% | +110.4% | -154.5% | -59.8% |
| All | +334.3% | +1,118.2% | -784.0% | +82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling