+140.8%
ADI vs CMCSA
-41.6%
+182.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.3% |
| 7D | +13.4% | -0.6% | +14.0% | +13.6% |
| 30D | -1.3% | +18.8% | -20.1% | -7.2% |
| 3M | +6.8% | -1.1% | +7.9% | +6.5% |
| 6M | -1.9% | +2.5% | -4.4% | -4.3% |
| YTD | +52.3% | -6.7% | +59.0% | +52.5% |
| 1Y | +71.6% | 0.0% | +71.7% | +65.9% |
| 3Y | +148.9% | -28.9% | +177.8% | +176.1% |
| 5Y | +140.8% | -41.1% | +181.9% | +168.4% |
| All | +140.8% | -41.6% | +182.4% | +168.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling