-65.5%
CHTR vs WM
+44.2%
-109.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.6% | -4.0% |
| 7D | -0.3% | -0.9% | +0.6% | -0.1% |
| 30D | -4.5% | -4.3% | -0.1% | -3.3% |
| 3M | +10.2% | +0.8% | +9.5% | +9.9% |
| 6M | -37.2% | -10.8% | -26.5% | -35.4% |
| YTD | -30.2% | -0.1% | -30.1% | -30.1% |
| 1Y | -44.8% | +1.0% | -45.8% | -44.9% |
| 3Y | -65.5% | +45.1% | -110.6% | -68.5% |
| All | -65.5% | +44.2% | -109.7% | -68.5% |
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