-28.0%
DHR vs RBLX
-48.0%
+19.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.3% |
| 7D | -3.6% | +5.1% | -8.7% | -4.0% |
| 30D | -2.7% | +28.0% | -30.8% | -4.8% |
| 3M | +10.9% | +4.6% | +6.3% | +9.5% |
| 6M | +3.0% | -24.7% | +27.7% | +4.3% |
| YTD | -12.2% | -43.8% | +31.6% | -9.3% |
| 1Y | +3.3% | -65.8% | +69.1% | +11.0% |
| 3Y | -8.2% | +59.4% | -67.6% | -18.0% |
| All | -28.0% | -48.0% | +19.9% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBLX.
Daily Out/Under-Performance
Portfolio return minus RBLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBLX 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 5y: compounded portfolio wealth divided by compounded RBLX 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…
5y analysis · Full analysis span regression · 6 months rolling