+233.5%
INTU vs CMCSA
+8.2%
+225.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | +0.1% |
| 7D | -3.9% | +0.7% | -4.6% | -4.2% |
| 30D | +12.0% | +21.0% | -9.0% | +2.7% |
| 3M | +2.3% | -0.9% | +3.3% | +2.7% |
| 6M | -12.1% | +2.9% | -15.0% | -13.5% |
| YTD | -47.5% | -5.9% | -41.6% | -47.5% |
| 1Y | -46.9% | +2.5% | -49.4% | -49.2% |
| 3Y | -33.5% | -28.3% | -5.2% | -26.4% |
| 5Y | -41.2% | -40.8% | -0.4% | -29.6% |
| 10Y | +233.5% | +5.4% | +228.1% | +197.9% |
| All | +233.5% | +8.2% | +225.3% | +197.9% |
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