+225.5%
HOOD vs ROKU
-66.6%
+292.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.1% |
| 7D | -9.1% | -2.6% | -6.5% | -7.9% |
| 30D | +20.1% | +2.1% | +18.0% | +18.8% |
| 3M | +31.2% | +31.8% | -0.6% | +12.1% |
| 6M | +44.3% | +53.3% | -9.0% | +14.2% |
| YTD | +0.2% | +42.1% | -41.9% | -17.4% |
| 1Y | -3.5% | +62.3% | -65.9% | -26.1% |
| 3Y | +955.2% | +84.6% | +870.6% | +601.0% |
| 5Y | +175.3% | -53.1% | +228.3% | +213.3% |
| All | +225.5% | -66.6% | +292.0% | +492.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling