+504.3%
MUU vs ROKU
+53.8%
+450.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.5% | -15.5% | -14.6% |
| 7D | -35.9% | +4.8% | -40.6% | -37.1% |
| 30D | -47.1% | +6.1% | -53.2% | -48.6% |
| 3M | -29.8% | +10.5% | -40.3% | -33.2% |
| 6M | +16.0% | +29.2% | -13.1% | +0.8% |
| YTD | +286.1% | +50.0% | +236.0% | +228.1% |
| 1Y | +504.3% | +53.4% | +450.9% | +416.9% |
| All | +504.3% | +53.8% | +450.5% | +416.9% |
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