+113.0%
NVTS vs ROKU
+57.7%
+55.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +8.0% | +7.4% |
| 7D | +2.7% | -1.3% | +4.0% | +3.5% |
| 30D | -4.5% | +5.9% | -10.3% | -7.9% |
| 3M | -61.5% | +23.9% | -85.4% | -66.7% |
| 6M | +28.0% | +59.6% | -31.6% | -9.9% |
| YTD | +65.3% | +43.4% | +21.9% | +25.9% |
| 1Y | +113.0% | +60.2% | +52.8% | +49.7% |
| All | +113.0% | +57.7% | +55.3% | +49.7% |
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 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