+36.2%
HST vs ROKU
+58.7%
-22.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | +0.7% | -2.6% | +3.3% | +1.1% |
| 30D | -0.7% | +2.1% | -2.8% | -1.0% |
| 3M | -4.0% | +31.8% | -35.8% | -8.8% |
| 6M | +20.7% | +53.3% | -32.6% | +10.9% |
| YTD | +31.0% | +42.1% | -11.0% | +21.4% |
| 1Y | +36.2% | +62.3% | -26.1% | +21.6% |
| All | +36.2% | +58.7% | -22.4% | +21.6% |
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 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