+83.9%
ROKU vs UUUU
+74.5%
+9.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.2% |
| 7D | -0.4% | -10.5% | +10.1% | +1.1% |
| 30D | +2.1% | -10.5% | +12.6% | +3.3% |
| 3M | +29.5% | -14.1% | +43.6% | +31.3% |
| 6M | +53.8% | -35.5% | +89.3% | +60.9% |
| YTD | +42.8% | -10.9% | +53.7% | +39.8% |
| 1Y | +60.7% | +3.4% | +57.4% | +46.1% |
| 3Y | +83.9% | +73.1% | +10.8% | +37.2% |
| All | +83.9% | +74.5% | +9.4% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling