-24.1%
NU vs ROKU
+53.8%
-77.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.8% | +2.8% |
| 7D | +0.2% | +4.8% | -4.6% | -1.3% |
| 30D | -21.0% | +6.1% | -27.1% | -22.4% |
| 3M | -16.3% | +10.5% | -26.8% | -18.6% |
| 6M | -15.3% | +29.2% | -44.5% | -21.5% |
| YTD | -28.4% | +50.0% | -78.4% | -37.6% |
| 1Y | -24.1% | +53.4% | -77.5% | -31.0% |
| All | -24.1% | +53.8% | -77.9% | -31.0% |
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