+651.5%
ADI vs CMCSA
+7.4%
+644.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.7% | +4.8% |
| 7D | +4.6% | -4.9% | +9.4% | +6.8% |
| 30D | -1.2% | -1.1% | -0.1% | -1.2% |
| 3M | -7.8% | +6.6% | -14.4% | -11.8% |
| 6M | +19.3% | -15.5% | +34.8% | +26.5% |
| YTD | +40.9% | -6.7% | +47.6% | +41.2% |
| 1Y | +54.5% | -15.6% | +70.1% | +62.5% |
| 3Y | +123.4% | -33.7% | +157.1% | +160.3% |
| 5Y | +142.3% | -46.6% | +188.9% | +209.9% |
| All | +651.5% | +7.4% | +644.1% | +579.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 10y: compounded portfolio wealth divided by compounded CMCSA 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…
10y analysis · Full analysis span regression · 6 months rolling