+211.0%
INTU vs CMCSA
+4.4%
+206.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.6% | +5.0% | +1.4% |
| 7D | -8.5% | -8.3% | -0.2% | -4.9% |
| 30D | -6.1% | -2.4% | -3.7% | -5.1% |
| 3M | +7.3% | +4.5% | +2.8% | +5.0% |
| 6M | -33.2% | -18.8% | -14.5% | -27.9% |
| YTD | -52.2% | -8.9% | -43.2% | -51.4% |
| 1Y | -52.7% | -18.3% | -34.4% | -49.5% |
| 3Y | -41.6% | -35.0% | -6.7% | -32.2% |
| 5Y | -42.6% | -48.2% | +5.5% | -26.8% |
| 10Y | +211.0% | +4.6% | +206.5% | +170.0% |
| All | +211.0% | +4.4% | +206.7% | +170.0% |
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 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