+548.8%
MU vs ROKU
+62.9%
+485.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -4.1% | -0.4% | -3.6% | -4.0% |
| 30D | +7.0% | +2.1% | +5.0% | +6.4% |
| 3M | -2.1% | +29.5% | -31.6% | -9.9% |
| 6M | +133.1% | +53.8% | +79.3% | +102.7% |
| YTD | +241.9% | +42.8% | +199.1% | +211.4% |
| 1Y | +548.8% | +60.7% | +488.0% | +455.7% |
| All | +548.8% | +62.9% | +485.8% | +455.7% |
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