-5.3%
IGV vs CMCSA
+1.9%
-7.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.2% |
| 7D | +2.3% | +3.2% | -0.8% | +2.4% |
| 30D | -6.0% | +19.5% | -25.5% | -5.6% |
| 3M | -4.8% | -2.4% | -2.4% | -4.5% |
| 6M | +14.2% | +3.8% | +10.4% | +13.8% |
| YTD | -4.2% | -5.4% | +1.1% | -6.3% |
| 1Y | -5.3% | +1.1% | -6.4% | -7.2% |
| All | -5.3% | +1.9% | -7.2% | -7.2% |
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