+9.5%
V vs ROKU
+58.7%
-49.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -3.0% | -2.6% | -0.4% | -2.8% |
| 30D | +1.2% | +2.1% | -0.9% | +1.0% |
| 3M | +13.9% | +31.8% | -17.9% | +10.6% |
| 6M | +17.2% | +53.3% | -36.0% | +11.4% |
| YTD | +5.3% | +42.1% | -36.7% | +1.5% |
| 1Y | +9.5% | +62.3% | -52.9% | +3.6% |
| All | +9.5% | +58.7% | -49.2% | +3.6% |
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