+2,396.1%
MUU vs ROKU
+100.2%
+2,295.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.5% |
| 7D | -8.2% | -0.4% | -7.8% | -8.1% |
| 30D | +10.2% | +2.1% | +8.1% | +8.4% |
| 3M | -26.5% | +29.5% | -56.0% | -42.7% |
| 6M | +227.2% | +53.8% | +173.4% | +126.0% |
| YTD | +527.4% | +42.8% | +484.6% | +353.1% |
| 1Y | +1,843.7% | +60.7% | +1,782.9% | +1,173.3% |
| All | +2,396.1% | +100.2% | +2,295.8% | +1,163.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling