+7.4%
CMCSA vs INIO
-40.3%
+47.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.7% | +8.0% | +2.0% |
| 7D | -5.6% | -3.4% | -2.2% | -5.7% |
| 30D | -1.9% | -28.6% | +26.7% | -4.6% |
| 3M | +6.4% | -37.6% | +44.1% | +3.4% |
| All | +7.4% | -40.3% | +47.7% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 1y: compounded portfolio wealth divided by compounded INIO 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…
1y analysis · Full analysis span regression · Available span rolling