+559.3%
ROKU vs IBB
+88.8%
+470.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.3% |
| 7D | -0.4% | -4.2% | +3.8% | +5.0% |
| 30D | +2.1% | +1.1% | +1.0% | -0.5% |
| 3M | +29.5% | +19.0% | +10.5% | +1.7% |
| 6M | +53.8% | +18.9% | +34.9% | +20.3% |
| YTD | +42.8% | +20.3% | +22.5% | +9.2% |
| 1Y | +60.7% | +41.5% | +19.3% | -1.6% |
| 3Y | +83.9% | +60.3% | +23.6% | -4.6% |
| 5Y | -52.8% | +18.7% | -71.5% | -62.2% |
| All | +559.3% | +88.8% | +470.5% | +232.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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