-16.1%
TEAM vs ROKU
+82.2%
-98.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | -7.8% | -2.6% | -5.1% | -6.9% |
| 30D | +16.5% | +2.1% | +14.4% | +15.6% |
| 3M | +96.2% | +31.8% | +64.4% | +77.7% |
| 6M | +130.2% | +53.3% | +76.9% | +98.7% |
| YTD | +10.7% | +42.1% | -31.3% | -2.4% |
| 1Y | +3.0% | +62.3% | -59.3% | -13.5% |
| All | -16.1% | +82.2% | -98.3% | -31.1% |
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