+6.0%
CMCSA vs TECH
+189.8%
-183.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | -5.6% | -0.5% | -5.0% | -5.5% |
| 30D | -1.9% | 0.0% | -1.9% | -1.9% |
| 3M | +6.4% | +37.4% | -31.0% | -0.6% |
| 6M | -16.9% | +36.9% | -53.8% | -23.5% |
| YTD | -6.8% | +23.1% | -29.9% | -12.4% |
| 1Y | -15.9% | +42.2% | -58.1% | -24.1% |
| 3Y | -33.4% | +1.9% | -35.4% | -37.2% |
| 5Y | -46.7% | -42.9% | -3.8% | -42.5% |
| All | +6.0% | +189.8% | -183.8% | -35.3% |
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