+199.8%
TER vs CMCSA
-12.9%
+212.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.3% |
| 7D | +0.6% | -2.1% | +2.7% | -0.1% |
| 30D | -8.3% | +7.0% | -15.3% | -6.5% |
| 3M | -12.2% | +15.1% | -27.3% | -8.3% |
| 6M | +17.0% | -15.4% | +32.4% | +16.8% |
| YTD | +84.6% | -1.9% | +86.5% | +90.9% |
| 1Y | +199.8% | -12.7% | +212.5% | +201.6% |
| All | +199.8% | -12.9% | +212.7% | +201.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling