+324.4%
MA vs ROKU
+875.4%
-551.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -3.5% | -2.6% | -0.8% | -3.2% |
| 30D | +0.7% | +2.1% | -1.4% | +0.5% |
| 3M | +15.8% | +31.8% | -16.0% | +12.1% |
| 6M | +10.2% | +53.3% | -43.1% | +4.8% |
| YTD | -0.5% | +42.1% | -42.5% | -4.8% |
| 1Y | -1.8% | +62.3% | -64.1% | -7.6% |
| 3Y | +38.7% | +84.6% | -45.9% | +24.0% |
| 5Y | +67.6% | -53.1% | +120.7% | +62.2% |
| All | +324.4% | +875.4% | -551.0% | +221.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling