+301.6%
CHTR vs WPM
+1,049.5%
-747.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.7% | +8.7% | +5.3% |
| 7D | -7.1% | -3.6% | -3.5% | -6.9% |
| 30D | -10.9% | +12.5% | -23.3% | -11.8% |
| 3M | +2.0% | +40.6% | -38.6% | -1.0% |
| 6M | -35.9% | +0.5% | -36.5% | -36.3% |
| YTD | -32.7% | +29.0% | -61.7% | -34.7% |
| 1Y | -46.6% | +43.8% | -90.4% | -48.8% |
| 3Y | -66.7% | +266.3% | -333.0% | -71.0% |
| 5Y | -82.1% | +255.1% | -337.3% | -84.5% |
| 10Y | -46.8% | +526.8% | -573.6% | -56.4% |
| All | +301.6% | +1,049.5% | -747.9% | +217.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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