-30.4%
CMCSA vs ARWR
+181.4%
-211.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | +0.1% | +2.9% | -2.8% | 0.0% |
| 30D | +3.8% | -2.9% | +6.7% | +4.0% |
| 3M | +12.3% | +15.2% | -2.9% | +11.2% |
| 6M | -15.4% | +42.3% | -57.7% | -17.5% |
| YTD | -2.5% | +28.2% | -30.7% | -4.5% |
| 1Y | -13.4% | +213.2% | -226.6% | -21.7% |
| 3Y | -30.4% | +184.6% | -215.0% | -40.6% |
| All | -30.4% | +181.4% | -211.7% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ARWR 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling