-45.6%
CHTR vs UUUU
-55.1%
+9.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.5% | +5.7% |
| 7D | +14.1% | -14.4% | +28.5% | +14.1% |
| 30D | +11.6% | -33.6% | +45.2% | +11.5% |
| 3M | -21.4% | -44.2% | +22.7% | -21.5% |
| 6M | -27.3% | -66.8% | +39.5% | -27.0% |
| YTD | -42.4% | -50.6% | +8.2% | -41.7% |
| 1Y | -45.6% | -57.8% | +12.2% | -45.3% |
| All | -45.6% | -55.1% | +9.6% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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