+561.0%
ROKU vs GEN
+86.8%
+474.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.6% | +1.0% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | +1.5% | +2.6% | -1.2% | +0.1% |
| 3M | +25.7% | +15.8% | +9.9% | +17.5% |
| 6M | +54.5% | +33.1% | +21.3% | +34.7% |
| YTD | +43.2% | +11.3% | +31.9% | +34.6% |
| 1Y | +56.3% | +1.7% | +54.6% | +52.6% |
| 3Y | +86.1% | +58.1% | +28.0% | +47.4% |
| 5Y | -53.6% | +20.6% | -74.2% | -59.8% |
| All | +561.0% | +86.8% | +474.2% | +321.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling