+554.8%
MA vs CMCSA
+10.7%
+544.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | -0.3% | +2.7% | -3.0% | -1.5% |
| 30D | +11.3% | +18.6% | -7.3% | +3.3% |
| 3M | +16.7% | -1.8% | +18.5% | +17.2% |
| 6M | +32.8% | -0.7% | +33.5% | +31.9% |
| YTD | +15.6% | -7.8% | +23.4% | +16.8% |
| 1Y | +19.6% | +0.7% | +18.8% | +15.4% |
| 3Y | +72.1% | -28.0% | +100.0% | +89.2% |
| 5Y | +96.0% | -42.1% | +138.1% | +137.1% |
| 10Y | +554.8% | +8.2% | +546.6% | +528.1% |
| All | +554.8% | +10.7% | +544.1% | +528.1% |
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