+500.0%
NOW vs CMCSA
+10.1%
+489.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.9% | +0.5% |
| 7D | -3.0% | +5.0% | -8.0% | -5.1% |
| 30D | -26.0% | +16.5% | -42.5% | -31.2% |
| 3M | -13.1% | -1.6% | -11.5% | -13.3% |
| 6M | +14.5% | -5.0% | +19.6% | +15.9% |
| YTD | -33.4% | -8.3% | -25.2% | -33.6% |
| 1Y | -40.6% | +0.4% | -41.0% | -43.6% |
| 3Y | -16.3% | -31.0% | +14.7% | -7.0% |
| 5Y | -26.3% | -42.5% | +16.2% | -12.2% |
| All | +500.0% | +10.1% | +489.8% | +445.8% |
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