+302.3%
WMB vs ROKU
+883.2%
-580.8%
-68.1%
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 | +2.3% | -0.2% | +2.4% | +2.3% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | +7.7% | +1.5% | +6.3% | +7.6% |
| 3M | +6.7% | +25.7% | -19.0% | +4.8% |
| 6M | +3.6% | +54.5% | -50.8% | +0.1% |
| YTD | +28.0% | +43.2% | -15.2% | +24.1% |
| 1Y | +37.6% | +56.3% | -18.7% | +32.3% |
| 3Y | +149.0% | +86.1% | +62.9% | +130.5% |
| 5Y | +285.3% | -53.6% | +338.9% | +278.6% |
| All | +302.3% | +883.2% | -580.8% | +212.0% |
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