-46.6%
CHTR vs URI
+5.1%
-51.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.9% | +8.8% | +5.1% |
| 7D | -7.1% | -0.5% | -6.7% | -7.2% |
| 30D | -10.9% | -13.4% | +2.5% | -10.3% |
| 3M | +2.0% | -6.2% | +8.2% | +1.8% |
| 6M | -35.9% | +28.0% | -63.9% | -38.6% |
| YTD | -32.7% | +23.0% | -55.6% | -36.9% |
| 1Y | -46.6% | +5.5% | -52.1% | -47.8% |
| All | -46.6% | +5.1% | -51.7% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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