-35.9%
CMCSA vs AMIX
-99.9%
+64.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.8% | -7.8% | +0.9% |
| 7D | +4.6% | +11.4% | -6.9% | +4.5% |
| 30D | +19.8% | -40.5% | +60.3% | +20.2% |
| 3M | -0.3% | -80.1% | +79.8% | +0.7% |
| 6M | +0.3% | -74.8% | +75.1% | -0.7% |
| YTD | -6.9% | -84.0% | +77.1% | -7.4% |
| 1Y | +2.6% | -89.7% | +92.3% | +2.3% |
| All | -35.9% | -99.9% | +64.0% | -36.2% |
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