-49.8%
USAR vs ROKU
+53.8%
-103.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.5% | -7.4% | -6.8% |
| 7D | -21.8% | +4.8% | -26.5% | -24.1% |
| 30D | -39.9% | +6.1% | -46.0% | -42.2% |
| 3M | -52.5% | +10.5% | -63.0% | -55.3% |
| 6M | -67.9% | +29.2% | -97.1% | -72.8% |
| YTD | -31.1% | +50.0% | -81.1% | -45.6% |
| 1Y | -49.8% | +53.4% | -103.2% | -61.3% |
| All | -49.8% | +53.8% | -103.6% | -61.3% |
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