+84.6%
MRK vs CMCSA
+3.3%
+81.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.0% | -1.1% | +3.1% |
| 7D | +6.7% | +15.2% | -8.5% | +4.4% |
| 30D | +7.8% | +17.0% | -9.2% | +5.2% |
| 3M | +18.2% | +1.2% | +16.9% | +18.1% |
| 6M | +34.7% | -5.5% | +40.2% | +35.6% |
| YTD | +45.8% | -6.5% | +52.3% | +49.1% |
| 1Y | +84.6% | +1.8% | +82.8% | +87.4% |
| All | +84.6% | +3.3% | +81.2% | +87.4% |
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 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