+143.3%
DELL vs ROKU
+53.8%
+89.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.3% | -9.4% |
| 7D | -24.6% | +4.8% | -29.4% | -25.9% |
| 30D | -32.5% | +6.1% | -38.6% | -34.1% |
| 3M | -20.2% | +10.5% | -30.7% | -23.3% |
| 6M | +76.5% | +29.2% | +47.3% | +58.4% |
| YTD | +198.9% | +50.0% | +148.9% | +137.4% |
| 1Y | +143.3% | +53.4% | +89.9% | +93.8% |
| All | +143.3% | +53.8% | +89.5% | +93.8% |
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 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