+100.2%
INFY vs ROKU
+880.6%
-780.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.4% |
| 7D | -5.4% | -0.4% | -5.0% | -5.3% |
| 30D | -9.9% | +2.1% | -11.9% | -10.0% |
| 3M | -4.6% | +29.5% | -34.1% | -7.0% |
| 6M | -18.5% | +53.8% | -72.3% | -21.8% |
| YTD | -36.5% | +42.8% | -79.3% | -38.8% |
| 1Y | -32.8% | +60.7% | -93.5% | -36.0% |
| 3Y | -32.2% | +83.9% | -116.1% | -38.1% |
| 5Y | -44.7% | -52.8% | +8.1% | -46.7% |
| All | +100.2% | +880.6% | -780.4% | +69.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling