-12.2%
TEAM vs ROKU
+98.8%
-111.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.1% | -16.2% | -16.2% |
| 7D | -19.8% | +3.5% | -23.3% | -20.9% |
| 30D | -21.5% | +5.1% | -26.6% | -22.9% |
| 3M | +39.5% | +7.0% | +32.5% | +36.2% |
| 6M | +73.1% | +25.4% | +47.6% | +58.3% |
| YTD | -5.2% | +48.0% | -53.2% | -18.7% |
| 1Y | -1.6% | +53.1% | -54.7% | -16.9% |
| All | -12.2% | +98.8% | -111.0% | -40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling