+235.7%
DIA vs CMCSA
+6.4%
+229.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.4% |
| 7D | +2.1% | +3.2% | -1.0% | +1.0% |
| 30D | +1.5% | +19.5% | -18.0% | -5.0% |
| 3M | -2.4% | -2.4% | 0.0% | -2.0% |
| 6M | +6.0% | +3.8% | +2.1% | +3.4% |
| YTD | +10.1% | -5.4% | +15.4% | +9.9% |
| 1Y | +11.8% | +1.1% | +10.7% | +8.4% |
| 3Y | +59.7% | -27.1% | +86.8% | +72.8% |
| 5Y | +57.9% | -40.3% | +98.2% | +82.7% |
| All | +235.7% | +6.4% | +229.3% | +204.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 CMCSA 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