+4,271.9%
MU vs CMCSA
+10.7%
+4,261.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.8% | +6.1% |
| 7D | -12.0% | +2.7% | -14.7% | -13.1% |
| 30D | -28.7% | +18.6% | -47.4% | -33.7% |
| 3M | -16.4% | -1.8% | -14.6% | -17.0% |
| 6M | -1.8% | -0.7% | -1.1% | -4.6% |
| YTD | +157.1% | -7.8% | +164.9% | +150.0% |
| 1Y | +208.5% | +0.7% | +207.8% | +183.9% |
| 3Y | +906.2% | -28.0% | +934.1% | +974.3% |
| 5Y | +893.4% | -42.1% | +935.5% | +1,086.7% |
| 10Y | +4,271.9% | +8.2% | +4,263.7% | +3,699.0% |
| All | +4,271.9% | +10.7% | +4,261.2% | +3,699.0% |
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