+559.3%
ROKU vs GEN
+89.7%
+469.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.1% |
| 7D | -0.4% | -1.3% | +0.8% | +0.1% |
| 30D | +2.1% | +6.1% | -4.1% | -0.7% |
| 3M | +29.5% | +27.0% | +2.5% | +16.5% |
| 6M | +53.8% | +43.9% | +9.9% | +29.9% |
| YTD | +42.8% | +13.0% | +29.8% | +33.4% |
| 1Y | +60.7% | +4.0% | +56.7% | +55.3% |
| 3Y | +83.9% | +66.2% | +17.7% | +42.7% |
| 5Y | -52.8% | +23.2% | -76.0% | -59.4% |
| All | +559.3% | +89.7% | +469.6% | +317.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling