+6.0%
CMCSA vs UUUU
+495.2%
-489.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.3% | +8.7% | +2.8% |
| 7D | -5.6% | -5.0% | -0.5% | -5.3% |
| 30D | -1.9% | -7.8% | +5.9% | -1.5% |
| 3M | +6.4% | -0.4% | +6.9% | +6.0% |
| 6M | -16.9% | -32.9% | +16.0% | -15.5% |
| YTD | -6.8% | -6.3% | -0.5% | -8.2% |
| 1Y | -15.9% | +7.9% | -23.8% | -19.1% |
| 3Y | -33.4% | +85.2% | -118.6% | -40.6% |
| 5Y | -46.7% | +97.0% | -143.7% | -54.5% |
| All | +6.0% | +495.2% | -489.2% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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