+134.8%
HD vs ROKU
+875.4%
-740.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.6% |
| 7D | -3.9% | -2.6% | -1.2% | -3.6% |
| 30D | -13.1% | +2.1% | -15.3% | -13.3% |
| 3M | -3.4% | +31.8% | -35.2% | -6.3% |
| 6M | -12.6% | +53.3% | -65.8% | -16.5% |
| YTD | -9.2% | +42.1% | -51.3% | -12.9% |
| 1Y | -23.9% | +62.3% | -86.3% | -28.1% |
| 3Y | +0.4% | +84.6% | -84.2% | -9.5% |
| 5Y | +4.5% | -53.1% | +57.6% | +0.3% |
| All | +134.8% | +875.4% | -740.6% | +85.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling