+71.2%
SU vs ROKU
+57.7%
+13.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.8% |
| 7D | +3.6% | -1.3% | +4.9% | +3.5% |
| 30D | +7.9% | +5.9% | +2.0% | +8.3% |
| 3M | +3.5% | +23.9% | -20.4% | +5.2% |
| 6M | +19.0% | +59.6% | -40.6% | +22.8% |
| YTD | +55.0% | +43.4% | +11.5% | +57.4% |
| 1Y | +71.2% | +60.2% | +11.1% | +75.9% |
| All | +71.2% | +57.7% | +13.5% | +75.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling