+269.3%
C vs ROKU
+86.5%
+182.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | +3.2% | -0.1% | +3.3% | +3.2% |
| 30D | +1.3% | +1.5% | -0.2% | +1.0% |
| 3M | +3.1% | +25.7% | -22.6% | -1.8% |
| 6M | +29.6% | +54.5% | -24.8% | +18.0% |
| YTD | +19.0% | +43.2% | -24.2% | +9.6% |
| 1Y | +45.6% | +56.3% | -10.6% | +31.4% |
| 3Y | +269.3% | +86.1% | +183.2% | +197.8% |
| All | +269.3% | +86.5% | +182.7% | +197.8% |
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