+3.2%
CMCSA vs TECH
+187.7%
-184.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +18.8% | +0.5% | +18.3% | +18.7% |
| 3M | -1.1% | +1.0% | -2.1% | -1.3% |
| 6M | +2.5% | +54.1% | -51.5% | -6.6% |
| YTD | -6.7% | +24.4% | -31.1% | -12.5% |
| 1Y | 0.0% | +19.3% | -19.3% | -5.5% |
| 3Y | -28.9% | +28.5% | -57.4% | -36.9% |
| 5Y | -41.1% | -41.0% | -0.2% | -37.0% |
| All | +3.2% | +187.7% | -184.5% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling