+60.7%
ROKU vs TXT
0.0%
+60.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +0.1% |
| 7D | -0.4% | +2.5% | -2.9% | -0.9% |
| 30D | +2.1% | -8.9% | +10.9% | +3.7% |
| 3M | +29.5% | -13.6% | +43.1% | +32.6% |
| 6M | +53.8% | -13.1% | +66.9% | +56.2% |
| YTD | +42.8% | -7.0% | +49.8% | +41.0% |
| 1Y | +60.7% | -1.4% | +62.1% | +54.1% |
| All | +60.7% | 0.0% | +60.7% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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