+561.0%
ROKU vs THC
+1,558.5%
-997.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.4% |
| 7D | -0.1% | -2.6% | +2.4% | +0.5% |
| 30D | +1.5% | -1.2% | +2.6% | +1.7% |
| 3M | +25.7% | +58.9% | -33.2% | +11.2% |
| 6M | +54.5% | +9.3% | +45.1% | +49.4% |
| YTD | +43.2% | +30.4% | +12.8% | +31.3% |
| 1Y | +56.3% | +34.6% | +21.7% | +41.4% |
| 3Y | +86.1% | +246.7% | -160.6% | +28.8% |
| 5Y | -53.6% | +244.5% | -298.1% | -68.7% |
| All | +561.0% | +1,558.5% | -997.5% | +205.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling