-13.4%
CMCSA vs URI
+5.1%
-18.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +0.1% | +2.5% | -2.4% | -0.1% |
| 30D | +3.8% | -12.5% | +16.4% | +5.1% |
| 3M | +12.3% | -6.2% | +18.5% | +12.7% |
| 6M | -15.4% | +25.9% | -41.3% | -20.2% |
| YTD | -2.5% | +26.2% | -28.7% | -9.4% |
| 1Y | -13.4% | +5.5% | -18.9% | -18.4% |
| All | -13.4% | +5.1% | -18.5% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded URI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling