+1,532.8%
BE vs ROKU
+98.8%
+1,434.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.4% |
| 7D | -14.7% | +3.5% | -18.2% | -15.8% |
| 30D | -40.5% | +5.1% | -45.6% | -41.7% |
| 3M | -24.3% | +7.0% | -31.3% | -26.6% |
| 6M | -39.3% | +25.4% | -64.7% | -45.5% |
| YTD | +99.4% | +48.0% | +51.4% | +64.5% |
| 1Y | +26.6% | +53.1% | -26.6% | +3.1% |
| All | +1,532.8% | +98.8% | +1,434.0% | +1,089.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling