+107.4%
WFC vs ROKU
+883.2%
-775.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.2% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | +0.8% | +1.5% | -0.6% | +0.7% |
| 3M | +9.3% | +25.7% | -16.4% | +6.8% |
| 6M | +10.6% | +54.5% | -43.8% | +5.9% |
| YTD | -4.1% | +43.2% | -47.3% | -7.7% |
| 1Y | +13.6% | +56.3% | -42.7% | +8.2% |
| 3Y | +130.7% | +86.1% | +44.6% | +111.0% |
| 5Y | +126.7% | -53.6% | +180.3% | +115.4% |
| All | +107.4% | +883.2% | -775.8% | +71.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling