+11.8%
NOW vs ROKU
+86.5%
-74.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -5.0% |
| 7D | -6.1% | -0.1% | -6.0% | -6.1% |
| 30D | +7.5% | +1.5% | +6.0% | +7.1% |
| 3M | +17.5% | +25.7% | -8.2% | +11.3% |
| 6M | +7.9% | +54.5% | -46.5% | -2.4% |
| YTD | -12.4% | +43.2% | -55.6% | -19.8% |
| 1Y | -28.6% | +56.3% | -84.9% | -36.1% |
| 3Y | +11.8% | +86.1% | -74.3% | -3.2% |
| All | +11.8% | +86.5% | -74.7% | -3.2% |
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