+504.6%
NOW vs CMCSA
+10.7%
+493.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -3.1% | +2.7% | -5.7% | -4.2% |
| 30D | -27.0% | +18.6% | -45.7% | -32.6% |
| 3M | -17.7% | -1.8% | -15.9% | -17.8% |
| 6M | +12.7% | -0.7% | +13.4% | +12.0% |
| YTD | -32.9% | -7.8% | -25.1% | -33.2% |
| 1Y | -40.4% | +0.7% | -41.1% | -43.4% |
| 3Y | -17.1% | -28.0% | +10.9% | -9.8% |
| 5Y | -25.7% | -42.1% | +16.4% | -11.7% |
| 10Y | +504.6% | +8.2% | +496.5% | +448.9% |
| All | +504.6% | +10.7% | +493.9% | +448.9% |
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