+60.2%
ROKU vs GEN
+5.4%
+54.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -1.0% |
| 7D | -1.3% | -1.2% | -0.1% | -0.9% |
| 30D | +5.9% | +10.1% | -4.3% | +2.0% |
| 3M | +23.9% | +16.1% | +7.8% | +16.6% |
| 6M | +59.6% | +38.9% | +20.7% | +39.4% |
| YTD | +43.4% | +14.4% | +29.0% | +38.3% |
| 1Y | +60.2% | +5.9% | +54.3% | +68.9% |
| All | +60.2% | +5.4% | +54.7% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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