+16.7%
DIA vs CMCSA
-18.0%
+34.7%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.6% | +5.9% | -0.2% |
| 7D | -1.2% | -8.3% | +7.0% | -0.5% |
| 30D | -2.7% | -2.4% | -0.3% | -2.5% |
| 3M | +3.3% | +4.5% | -1.2% | +2.8% |
| 6M | +10.4% | -18.8% | +29.2% | +12.0% |
| YTD | +10.0% | -8.9% | +18.9% | +10.2% |
| All | +16.7% | -18.0% | +34.7% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling