-66.5%
CHTR vs URI
+159.0%
-225.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | +1.2% |
| 7D | +13.4% | +2.6% | +10.8% | +12.9% |
| 30D | +33.0% | +9.1% | +23.9% | +31.4% |
| 3M | -13.6% | +1.0% | -14.5% | -13.8% |
| 6M | -7.8% | +23.3% | -31.1% | -11.4% |
| YTD | -34.7% | +43.3% | -78.0% | -39.5% |
| 1Y | -34.8% | +35.9% | -70.8% | -39.1% |
| All | -66.5% | +159.0% | -225.5% | -74.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling