+555.8%
ROKU vs UUUU
+746.6%
-190.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.1% | +2.1% |
| 7D | -2.6% | -5.0% | +2.4% | -1.6% |
| 30D | +2.1% | -7.8% | +9.9% | +3.4% |
| 3M | +31.8% | -0.4% | +32.2% | +30.1% |
| 6M | +53.3% | -32.9% | +86.2% | +62.6% |
| YTD | +42.1% | -6.3% | +48.3% | +35.7% |
| 1Y | +62.3% | +7.9% | +54.4% | +43.1% |
| 3Y | +84.6% | +85.2% | -0.5% | +31.1% |
| 5Y | -53.1% | +97.0% | -150.0% | -68.8% |
| All | +555.8% | +746.6% | -190.8% | +64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling