-41.1%
MP vs CHTR
-36.8%
-4.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +10.6% | -14.0% | -3.1% |
| 7D | -3.6% | +17.8% | -21.4% | -3.3% |
| 30D | -21.0% | +29.7% | -50.7% | -20.8% |
| 3M | -33.3% | -12.5% | -20.8% | -33.3% |
| 6M | -45.9% | -13.4% | -32.5% | -45.5% |
| YTD | -27.8% | -35.8% | +7.9% | -20.3% |
| All | -41.1% | -36.8% | -4.3% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling