-27.1%
CMCSA vs TECH
+29.6%
-56.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | +3.2% | +0.1% | +3.0% | +3.1% |
| 30D | +19.5% | +0.5% | +19.0% | +19.5% |
| 3M | -2.4% | +1.1% | -3.5% | -2.5% |
| 6M | +3.8% | +62.8% | -59.0% | -1.0% |
| YTD | -5.4% | +24.5% | -29.8% | -7.9% |
| 1Y | +1.1% | +20.6% | -19.5% | -1.2% |
| 3Y | -27.1% | +29.5% | -56.6% | -35.4% |
| All | -27.1% | +29.6% | -56.7% | -35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling