+559.3%
ROKU vs EAT
+614.3%
-55.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +0.8% |
| 7D | -0.4% | -7.7% | +7.3% | +1.7% |
| 30D | +2.1% | -13.6% | +15.7% | +6.0% |
| 3M | +29.5% | +33.9% | -4.4% | +18.6% |
| 6M | +53.8% | +47.2% | +6.6% | +35.8% |
| YTD | +42.8% | +48.1% | -5.3% | +25.2% |
| 1Y | +60.7% | +33.7% | +27.0% | +43.5% |
| 3Y | +83.9% | +595.8% | -511.9% | +1.9% |
| 5Y | -52.8% | +314.4% | -367.2% | -71.5% |
| All | +559.3% | +614.3% | -55.1% | +240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 10y: compounded portfolio wealth divided by compounded EAT 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…
10y analysis · Full analysis span regression · 6 months rolling