-30.4%
CMCSA vs TECH
-0.6%
-29.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +3.8% | +0.1% | +3.7% | +3.8% |
| 3M | +12.3% | +37.5% | -25.2% | +8.9% |
| 6M | -15.4% | +34.6% | -50.0% | -18.5% |
| YTD | -2.5% | +23.5% | -26.0% | -5.1% |
| 1Y | -13.4% | +34.4% | -47.8% | -17.0% |
| 3Y | -30.4% | +2.3% | -32.6% | -32.0% |
| All | -30.4% | -0.6% | -29.8% | -32.0% |
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