+521.8%
NOW vs CMCSA
+8.2%
+513.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +2.7% |
| 7D | -5.6% | +0.7% | -6.2% | -5.9% |
| 30D | -26.8% | +21.0% | -47.8% | -33.0% |
| 3M | -19.4% | -0.9% | -18.5% | -19.8% |
| 6M | +12.3% | +2.9% | +9.4% | +10.0% |
| YTD | -32.9% | -5.9% | -27.0% | -33.8% |
| 1Y | -40.3% | +2.5% | -42.8% | -43.7% |
| 3Y | -19.1% | -28.3% | +9.2% | -11.5% |
| 5Y | -24.4% | -40.8% | +16.4% | -10.9% |
| 10Y | +521.8% | +5.4% | +516.4% | +427.3% |
| All | +521.8% | +8.2% | +513.6% | +427.3% |
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