+133.9%
HL vs ROKU
+57.7%
+76.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -1.7% |
| 7D | +1.5% | -1.3% | +2.8% | +2.2% |
| 30D | +25.1% | +5.9% | +19.2% | +21.6% |
| 3M | +22.9% | +23.9% | -1.0% | +9.8% |
| 6M | -4.9% | +59.6% | -64.5% | -26.9% |
| YTD | +7.8% | +43.4% | -35.6% | -13.6% |
| 1Y | +133.9% | +60.2% | +73.7% | +81.9% |
| All | +133.9% | +57.7% | +76.2% | +81.9% |
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