+7.4%
DASH vs ROKU
-54.8%
+62.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -3.9% |
| 7D | -10.6% | -1.3% | -9.2% | -10.0% |
| 30D | +2.2% | +5.9% | -3.7% | -0.3% |
| 3M | +32.3% | +23.9% | +8.4% | +18.9% |
| 6M | +19.1% | +59.6% | -40.4% | -4.6% |
| YTD | -6.5% | +43.4% | -49.9% | -21.8% |
| 1Y | -14.9% | +60.2% | -75.0% | -32.8% |
| 3Y | +151.9% | +90.4% | +61.5% | +59.1% |
| All | +7.4% | -54.8% | +62.2% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling