+158.1%
DASH vs ROKU
+83.8%
+74.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -4.1% |
| 7D | -10.6% | -1.3% | -9.2% | -10.2% |
| 30D | +2.2% | +5.9% | -3.7% | +0.4% |
| 3M | +32.3% | +23.9% | +8.4% | +22.6% |
| 6M | +19.1% | +59.6% | -40.4% | +1.5% |
| YTD | -6.5% | +43.4% | -49.9% | -17.9% |
| 1Y | -14.9% | +60.2% | -75.0% | -28.1% |
| All | +158.1% | +83.8% | +74.3% | +80.8% |
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