+6.4%
CMCSA vs WM
+329.9%
-323.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.8% |
| 7D | +4.6% | +1.2% | +3.4% | +4.0% |
| 30D | +19.8% | +13.7% | +6.1% | +12.9% |
| 3M | -0.3% | +5.2% | -5.5% | -2.6% |
| 6M | +0.3% | +11.2% | -10.9% | -4.8% |
| YTD | -6.9% | +9.4% | -16.3% | -11.2% |
| 1Y | +2.6% | +20.4% | -17.8% | -6.5% |
| 3Y | -29.0% | +44.7% | -73.7% | -42.5% |
| 5Y | -42.0% | +58.5% | -100.5% | -56.2% |
| 10Y | +6.4% | +326.4% | -319.9% | -50.1% |
| All | +6.4% | +329.9% | -323.4% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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