+963.5%
HOOD vs ROKU
+80.8%
+882.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -0.9% |
| 7D | +7.7% | -3.0% | +10.8% | +9.6% |
| 30D | +22.0% | +0.7% | +21.3% | +21.5% |
| 3M | +37.6% | +26.5% | +11.2% | +19.4% |
| 6M | +45.3% | +52.6% | -7.4% | +13.9% |
| YTD | +1.9% | +40.9% | -39.0% | -16.6% |
| 1Y | -2.7% | +57.6% | -60.4% | -25.4% |
| All | +963.5% | +80.8% | +882.7% | +656.4% |
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