+360.5%
BE vs ROKU
+57.7%
+302.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.7% | +9.1% | +8.1% |
| 7D | +20.0% | -1.3% | +21.3% | +20.6% |
| 30D | +7.9% | +5.9% | +2.0% | +5.0% |
| 3M | -13.2% | +23.9% | -37.1% | -22.0% |
| 6M | +53.5% | +59.6% | -6.1% | +19.2% |
| YTD | +191.0% | +43.4% | +147.6% | +139.3% |
| 1Y | +360.5% | +60.2% | +300.4% | +260.7% |
| All | +360.5% | +57.7% | +302.8% | +260.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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