+1,895.7%
TER vs CMCSA
+4.4%
+1,891.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.6% | +9.7% | +5.9% |
| 7D | +12.4% | -8.3% | +20.6% | +16.3% |
| 30D | +5.1% | -2.4% | +7.6% | +5.5% |
| 3M | +4.0% | +4.5% | -0.5% | -0.1% |
| 6M | +29.5% | -18.8% | +48.3% | +38.7% |
| YTD | +98.5% | -8.9% | +107.4% | +98.8% |
| 1Y | +234.1% | -18.3% | +252.4% | +251.9% |
| 3Y | +289.0% | -35.0% | +324.0% | +352.8% |
| 5Y | +228.2% | -48.2% | +276.3% | +322.0% |
| 10Y | +1,895.7% | +4.6% | +1,891.1% | +1,718.5% |
| All | +1,895.7% | +4.4% | +1,891.3% | +1,718.5% |
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