+559.3%
ROKU vs TECH
+149.3%
+410.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -0.4% | -0.4% | 0.0% | -0.2% |
| 30D | +2.1% | 0.0% | +2.1% | +2.1% |
| 3M | +29.5% | +33.7% | -4.2% | +5.9% |
| 6M | +53.8% | +34.9% | +18.9% | +20.0% |
| YTD | +42.8% | +23.2% | +19.6% | +17.4% |
| 1Y | +60.7% | +36.3% | +24.4% | +20.6% |
| 3Y | +83.9% | +2.3% | +81.6% | +53.8% |
| 5Y | -52.8% | -42.9% | -9.9% | -37.6% |
| All | +559.3% | +149.3% | +410.0% | +300.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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