-17.2%
DASH vs ROKU
+53.8%
-71.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.5% | +6.8% | +7.8% |
| 7D | +17.2% | +4.8% | +12.4% | +15.2% |
| 30D | +3.6% | +6.1% | -2.5% | +1.4% |
| 3M | -1.9% | +10.5% | -12.3% | -5.2% |
| 6M | +15.1% | +29.2% | -14.1% | +4.8% |
| YTD | -12.3% | +50.0% | -62.3% | -27.8% |
| 1Y | -17.2% | +53.4% | -70.6% | -32.5% |
| All | -17.2% | +53.8% | -71.0% | -32.5% |
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