+562.1%
ROKU vs IBB
+97.2%
+464.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.6% |
| 7D | -1.3% | +1.4% | -2.7% | -3.1% |
| 30D | +5.9% | +10.5% | -4.6% | -7.6% |
| 3M | +23.9% | +23.6% | +0.3% | -7.2% |
| 6M | +59.6% | +22.6% | +36.9% | +20.0% |
| YTD | +43.4% | +25.7% | +17.7% | +4.0% |
| 1Y | +60.2% | +51.4% | +8.8% | -10.1% |
| 3Y | +90.4% | +64.4% | +26.0% | -4.1% |
| 5Y | -54.5% | +22.1% | -76.7% | -64.9% |
| All | +562.1% | +97.2% | +464.9% | +216.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling