+2,981.5%
MUU vs ROKU
+57.7%
+2,923.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.7% | +13.3% | +12.4% |
| 7D | +17.4% | -1.3% | +18.7% | +18.0% |
| 30D | +24.0% | +5.9% | +18.1% | +20.8% |
| 3M | -23.9% | +23.9% | -47.8% | -32.5% |
| 6M | +284.4% | +59.6% | +224.9% | +192.5% |
| YTD | +583.7% | +43.4% | +540.3% | +474.8% |
| 1Y | +2,981.5% | +60.2% | +2,921.3% | +2,362.6% |
| All | +2,981.5% | +57.7% | +2,923.7% | +2,362.6% |
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