-45.9%
CHTR vs WING
+407.7%
-453.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.0% | -2.2% | +2.8% |
| 7D | -4.1% | +7.2% | -11.3% | -5.1% |
| 30D | -3.0% | +4.8% | -7.7% | -3.7% |
| 3M | +4.8% | -23.7% | +28.4% | +8.5% |
| 6M | -35.0% | -43.6% | +8.5% | -30.1% |
| YTD | -30.2% | -50.6% | +20.4% | -23.9% |
| 1Y | -44.8% | -57.0% | +12.3% | -38.8% |
| 3Y | -66.6% | -28.3% | -38.3% | -67.6% |
| 5Y | -81.5% | -32.4% | -49.1% | -82.5% |
| All | -45.9% | +407.7% | -453.6% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling