-65.9%
CHTR vs WM
+48.6%
-114.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.1% | +4.4% | +4.4% |
| 7D | +17.2% | +3.2% | +14.0% | +16.0% |
| 30D | +31.6% | +13.0% | +18.6% | +26.9% |
| 3M | -11.6% | +9.2% | -20.8% | -14.0% |
| 6M | -3.3% | +13.6% | -16.9% | -7.0% |
| YTD | -33.7% | +12.4% | -46.1% | -35.9% |
| 1Y | -32.4% | +21.2% | -53.6% | -35.7% |
| 3Y | -65.9% | +48.7% | -114.6% | -69.6% |
| All | -65.9% | +48.6% | -114.6% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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