+53.4%
ROKU vs NVD
-27.4%
+80.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.5% | -5.0% | +2.0% |
| 7D | +4.8% | +15.0% | -10.2% | +6.1% |
| 30D | +6.1% | +39.3% | -33.2% | +9.3% |
| 3M | +10.5% | +3.1% | +7.3% | +11.1% |
| 6M | +29.2% | -19.0% | +48.1% | +27.5% |
| YTD | +50.0% | -35.5% | +85.6% | +43.0% |
| 1Y | +53.4% | -30.2% | +83.6% | +49.1% |
| All | +53.4% | -27.4% | +80.8% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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