+561.0%
ROKU vs TECH
+150.0%
+411.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -0.1% | +0.2% | -0.3% | -0.2% |
| 30D | +1.5% | +0.1% | +1.3% | +1.4% |
| 3M | +25.7% | +37.5% | -11.8% | +0.9% |
| 6M | +54.5% | +34.6% | +19.9% | +20.6% |
| YTD | +43.2% | +23.5% | +19.7% | +17.5% |
| 1Y | +56.3% | +34.4% | +21.9% | +18.3% |
| 3Y | +86.1% | +2.3% | +83.8% | +55.7% |
| 5Y | -53.6% | -41.7% | -11.9% | -39.5% |
| All | +561.0% | +150.0% | +411.0% | +300.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling