+301.6%
CHTR vs UUUU
+9.0%
+292.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -6.3% | +11.3% | +5.3% |
| 7D | -7.1% | -5.0% | -2.1% | -6.9% |
| 30D | -10.9% | -7.8% | -3.1% | -10.6% |
| 3M | +2.0% | -0.4% | +2.4% | +1.7% |
| 6M | -35.9% | -32.9% | -3.0% | -35.0% |
| YTD | -32.7% | -6.3% | -26.4% | -33.3% |
| 1Y | -46.6% | +7.9% | -54.5% | -47.8% |
| 3Y | -66.7% | +85.2% | -151.9% | -69.1% |
| 5Y | -82.1% | +97.0% | -179.1% | -83.8% |
| 10Y | -46.8% | +492.6% | -539.4% | -56.7% |
| All | +301.6% | +9.0% | +292.6% | +232.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling