+462.2%
NOW vs ROKU
+875.4%
-413.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -9.9% | -2.6% | -7.3% | -9.4% |
| 30D | +2.8% | +2.1% | +0.7% | +2.3% |
| 3M | +23.7% | +31.8% | -8.1% | +15.9% |
| 6M | +12.5% | +53.3% | -40.8% | +1.8% |
| YTD | -14.4% | +42.1% | -56.4% | -21.4% |
| 1Y | -29.0% | +62.3% | -91.3% | -36.9% |
| 3Y | +9.3% | +84.6% | -75.3% | -11.5% |
| 5Y | +1.2% | -53.1% | +54.3% | -3.1% |
| All | +462.2% | +875.4% | -413.2% | +286.5% |
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