+620.2%
ADI vs CMCSA
+6.4%
+613.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.2% | -3.4% |
| 7D | +9.5% | +3.2% | +6.3% | +8.0% |
| 30D | -1.4% | +19.5% | -20.9% | -9.5% |
| 3M | +4.7% | -2.4% | +7.1% | +4.8% |
| 6M | -7.4% | +3.8% | -11.3% | -11.2% |
| YTD | +48.1% | -5.4% | +53.4% | +46.5% |
| 1Y | +69.6% | +1.1% | +68.5% | +61.6% |
| 3Y | +144.4% | -27.1% | +171.5% | +169.9% |
| 5Y | +134.1% | -40.3% | +174.4% | +181.3% |
| All | +620.2% | +6.4% | +613.7% | +571.3% |
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