+4.7%
CMCSA vs WPM
+749.7%
-745.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.5% |
| 7D | +3.2% | -3.6% | +6.7% | +3.3% |
| 30D | +19.5% | +1.4% | +18.1% | +19.3% |
| 3M | -2.4% | -0.2% | -2.2% | -2.6% |
| 6M | +3.8% | -7.3% | +11.2% | +3.9% |
| YTD | -5.4% | +12.3% | -17.7% | -6.6% |
| 1Y | +1.1% | +24.9% | -23.8% | -0.9% |
| 3Y | -27.1% | +210.4% | -237.5% | -33.5% |
| 5Y | -40.3% | +210.4% | -250.6% | -46.1% |
| All | +4.7% | +749.7% | -745.0% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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