+4.6%
UNH vs CMCSA
-46.8%
+51.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.6% |
| 7D | -3.2% | -5.6% | +2.4% | -2.3% |
| 30D | -3.5% | -1.9% | -1.6% | -3.2% |
| 3M | -4.2% | +6.4% | -10.6% | -5.3% |
| 6M | +38.3% | -16.9% | +55.2% | +41.8% |
| YTD | +19.2% | -6.8% | +26.0% | +19.6% |
| 1Y | +15.0% | -15.9% | +30.9% | +17.1% |
| 3Y | -14.5% | -33.4% | +18.9% | -10.6% |
| 5Y | +4.6% | -46.7% | +51.3% | +13.6% |
| All | +4.6% | -46.8% | +51.4% | +13.6% |
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 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