+324.2%
SMH vs CMCSA
-46.8%
+371.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -3.0% |
| 7D | +1.4% | -5.6% | +6.9% | +2.7% |
| 30D | -2.2% | -1.9% | -0.3% | -2.0% |
| 3M | -1.9% | +6.4% | -8.3% | -4.3% |
| 6M | +41.0% | -16.9% | +57.9% | +47.1% |
| YTD | +55.6% | -6.8% | +62.4% | +54.6% |
| 1Y | +86.8% | -15.9% | +102.7% | +93.0% |
| 3Y | +277.7% | -33.4% | +311.1% | +320.4% |
| 5Y | +324.2% | -46.7% | +370.9% | +360.4% |
| All | +324.2% | -46.8% | +371.0% | +360.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling