-67.7%
CHTR vs WING
-29.7%
-38.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.0% | +5.0% |
| 7D | -7.1% | +0.2% | -7.4% | -7.2% |
| 30D | -10.9% | -0.5% | -10.4% | -10.8% |
| 3M | +2.0% | -23.9% | +25.9% | +4.5% |
| 6M | -35.9% | -48.9% | +13.0% | -31.8% |
| YTD | -32.7% | -53.3% | +20.7% | -28.1% |
| 1Y | -46.6% | -60.3% | +13.7% | -42.1% |
| All | -67.7% | -29.7% | -38.0% | -70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling