+261.2%
SLV vs ROKU
+875.4%
-614.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.8% | -6.1% | -5.4% |
| 7D | -5.0% | -2.6% | -2.4% | -4.9% |
| 30D | -1.8% | +2.1% | -3.9% | -1.9% |
| 3M | -0.3% | +31.8% | -32.1% | -2.1% |
| 6M | -28.2% | +53.3% | -81.5% | -30.1% |
| YTD | -10.7% | +42.1% | -52.8% | -12.8% |
| 1Y | +53.7% | +62.3% | -8.6% | +49.2% |
| 3Y | +173.7% | +84.6% | +89.0% | +160.0% |
| 5Y | +161.5% | -53.1% | +214.5% | +155.2% |
| All | +261.2% | +875.4% | -614.3% | +231.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 10y: compounded portfolio wealth divided by compounded ROKU 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…
10y analysis · Full analysis span regression · 6 months rolling