-28.0%
CMCSA vs GEN
+63.2%
-91.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.7% | -0.3% | +3.0% | +2.8% |
| 30D | +18.6% | +28.2% | -9.5% | +11.3% |
| 3M | -1.8% | +2.6% | -4.5% | -3.0% |
| 6M | -0.7% | +32.7% | -33.3% | -8.1% |
| YTD | -7.8% | +11.3% | -19.1% | -9.3% |
| 1Y | +0.7% | +17.9% | -17.2% | -3.0% |
| 3Y | -28.0% | +66.3% | -94.3% | -38.0% |
| All | -28.0% | +63.2% | -91.2% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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