+135.1%
ADI vs CMCSA
-48.8%
+183.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.6% | +7.1% | +2.8% |
| 7D | +2.6% | -8.3% | +10.9% | +5.6% |
| 30D | -4.6% | -2.4% | -2.2% | -4.2% |
| 3M | -9.5% | +4.5% | -14.0% | -12.0% |
| 6M | +14.8% | -18.8% | +33.6% | +22.9% |
| YTD | +35.8% | -8.9% | +44.8% | +37.6% |
| 1Y | +48.9% | -18.3% | +67.2% | +58.2% |
| 3Y | +115.6% | -35.0% | +150.5% | +148.4% |
| 5Y | +135.1% | -48.2% | +183.3% | +164.7% |
| All | +135.1% | -48.8% | +183.9% | +164.7% |
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