+98.1%
NU vs ROKU
+83.2%
+14.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.8% |
| 7D | -4.9% | -0.4% | -4.5% | -4.8% |
| 30D | +7.8% | +2.1% | +5.7% | +7.4% |
| 3M | +20.9% | +29.5% | -8.6% | +13.5% |
| 6M | +0.9% | +53.8% | -52.9% | -9.2% |
| YTD | -12.7% | +42.8% | -55.5% | -20.3% |
| 1Y | -6.4% | +60.7% | -67.1% | -17.1% |
| 3Y | +98.1% | +83.9% | +14.2% | +80.3% |
| All | +98.1% | +83.2% | +14.9% | +80.3% |
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