+52.6%
ROKU vs BEN
+36.2%
+16.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | 0.0% | -0.9% |
| 7D | -3.0% | +3.4% | -6.4% | -4.6% |
| 30D | +0.7% | +1.8% | -1.1% | -0.2% |
| 3M | +26.5% | +8.4% | +18.1% | +19.8% |
| 6M | +52.6% | +35.6% | +17.0% | +23.9% |
| All | +52.6% | +36.2% | +16.4% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 6mo: compounded portfolio wealth divided by compounded BEN 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…
6mo analysis · Full analysis span regression · 6 months rolling