+21.2%
IGV vs CMCSA
-48.8%
+70.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.6% | +5.8% | +1.2% |
| 7D | -1.5% | -8.3% | +6.7% | +1.0% |
| 30D | -3.0% | -2.4% | -0.6% | -2.6% |
| 3M | +9.6% | +4.5% | +5.1% | +7.5% |
| 6M | +16.1% | -18.8% | +34.9% | +22.1% |
| YTD | -3.6% | -8.9% | +5.3% | -3.2% |
| 1Y | -7.8% | -18.3% | +10.5% | -3.7% |
| 3Y | +40.0% | -35.0% | +74.9% | +57.1% |
| 5Y | +21.2% | -48.2% | +69.4% | +34.4% |
| All | +21.2% | -48.8% | +70.1% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling