+724.9%
DELL vs ROKU
+83.2%
+641.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.4% | +11.8% |
| 7D | +8.2% | -0.4% | +8.7% | +8.4% |
| 30D | +17.1% | +2.1% | +15.0% | +16.4% |
| 3M | +45.2% | +29.5% | +15.7% | +33.5% |
| 6M | +286.8% | +53.8% | +233.0% | +237.4% |
| YTD | +354.8% | +42.8% | +312.0% | +304.3% |
| 1Y | +358.3% | +60.7% | +297.5% | +293.3% |
| 3Y | +724.9% | +83.9% | +641.0% | +556.6% |
| All | +724.9% | +83.2% | +641.7% | +556.6% |
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