+76.4%
V vs ROKU
+98.8%
-22.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.2% | +3.5% | -1.3% | +1.8% |
| 30D | +13.6% | +5.1% | +8.5% | +13.0% |
| 3M | +14.3% | +7.0% | +7.3% | +13.5% |
| 6M | +33.1% | +25.4% | +7.7% | +29.7% |
| YTD | +21.2% | +48.0% | -26.7% | +15.7% |
| 1Y | +26.4% | +53.1% | -26.7% | +20.1% |
| All | +76.4% | +98.8% | -22.5% | +59.6% |
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 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