+319.1%
DELL vs ROKU
+57.7%
+261.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.1% |
| 7D | +14.9% | -1.3% | +16.2% | +15.5% |
| 30D | +13.3% | +5.9% | +7.4% | +11.0% |
| 3M | +24.4% | +23.9% | +0.5% | +14.2% |
| 6M | +258.0% | +59.6% | +198.4% | +190.6% |
| YTD | +320.2% | +43.4% | +276.8% | +247.9% |
| 1Y | +319.1% | +60.2% | +258.9% | +232.2% |
| All | +319.1% | +57.7% | +261.3% | +232.2% |
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