+719.8%
MU vs ROKU
+57.7%
+662.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.7% | +7.8% | +6.5% |
| 7D | +9.0% | -1.3% | +10.3% | +9.3% |
| 30D | +13.8% | +5.9% | +7.9% | +12.3% |
| 3M | +2.1% | +23.9% | -21.8% | -3.8% |
| 6M | +153.8% | +59.6% | +94.2% | +120.5% |
| YTD | +256.4% | +43.4% | +213.0% | +225.4% |
| 1Y | +719.8% | +60.2% | +659.6% | +624.8% |
| All | +719.8% | +57.7% | +662.0% | +624.8% |
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