-6.1%
PATH vs CMCSA
-30.7%
+24.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.6% | -16.0% | -16.5% |
| 7D | -16.3% | -2.1% | -14.2% | -15.8% |
| 30D | +9.9% | +7.0% | +2.9% | +7.8% |
| 3M | +30.2% | +15.1% | +15.1% | +25.3% |
| 6M | +37.2% | -15.4% | +52.6% | +40.5% |
| YTD | -7.3% | -1.9% | -5.4% | -9.6% |
| 1Y | +40.0% | -12.7% | +52.7% | +43.0% |
| All | -6.1% | -30.7% | +24.6% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling