-12.7%
CMCSA vs WU
-8.3%
-4.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -2.1% | -0.8% | -1.3% | -2.0% |
| 30D | +7.0% | -1.1% | +8.1% | +7.2% |
| 3M | +15.1% | -3.9% | +18.9% | +14.9% |
| 6M | -15.4% | -20.7% | +5.3% | -11.8% |
| YTD | -1.9% | -18.4% | +16.5% | +1.6% |
| 1Y | -12.7% | -8.1% | -4.6% | -11.4% |
| All | -12.7% | -8.3% | -4.4% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling