-36.9%
CMCSA vs AMIX
-100.0%
+63.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +5.0% | -16.0% | +21.1% | +5.1% |
| 30D | +16.5% | -55.4% | +71.9% | +17.1% |
| 3M | -1.6% | -87.5% | +85.9% | -0.4% |
| 6M | -5.0% | -81.2% | +76.2% | -5.7% |
| YTD | -8.3% | -86.8% | +78.6% | -8.6% |
| 1Y | +0.4% | -91.6% | +92.0% | +0.3% |
| All | -36.9% | -100.0% | +63.1% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling