+45.9%
TEM vs ROKU
+187.9%
-142.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.7% |
| 7D | -9.2% | -2.6% | -6.5% | -7.6% |
| 30D | +5.5% | +2.1% | +3.3% | +3.7% |
| 3M | +18.7% | +31.8% | -13.1% | -3.6% |
| 6M | +15.4% | +53.3% | -37.9% | -15.5% |
| YTD | -0.5% | +42.1% | -42.6% | -24.1% |
| 1Y | -24.8% | +62.3% | -87.2% | -48.6% |
| All | +45.9% | +187.9% | -142.0% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling