+46.6%
TEM vs ROKU
+189.4%
-142.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.1% |
| 7D | -8.7% | -0.4% | -8.3% | -8.4% |
| 30D | +8.1% | +2.1% | +6.0% | +6.3% |
| 3M | +19.0% | +29.5% | -10.5% | -2.1% |
| 6M | +12.0% | +53.8% | -41.8% | -18.1% |
| YTD | -0.1% | +42.8% | -42.9% | -24.1% |
| 1Y | -33.5% | +60.7% | -94.3% | -54.2% |
| All | +46.6% | +189.4% | -142.8% | -42.7% |
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