+2,540.5%
MU vs ROKU
+875.4%
+1,665.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.1% |
| 7D | +2.0% | -2.6% | +4.7% | +2.5% |
| 30D | +12.5% | +2.1% | +10.4% | +12.0% |
| 3M | +9.6% | +31.8% | -22.2% | +2.9% |
| 6M | +142.6% | +53.3% | +89.3% | +120.9% |
| YTD | +242.7% | +42.1% | +200.6% | +215.4% |
| 1Y | +599.3% | +62.3% | +536.9% | +526.3% |
| 3Y | +1,308.3% | +84.6% | +1,223.6% | +1,072.9% |
| 5Y | +1,263.7% | -53.1% | +1,316.8% | +1,209.6% |
| All | +2,540.5% | +875.4% | +1,665.0% | +1,697.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling