-43.7%
DIS vs RBLX
-29.5%
-14.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.5% |
| 7D | +1.2% | +5.1% | -3.9% | +0.6% |
| 30D | +3.2% | +28.0% | -24.8% | +0.2% |
| 3M | +7.0% | +4.6% | +2.4% | +5.2% |
| 6M | +6.4% | -24.7% | +31.1% | +8.2% |
| YTD | -5.6% | -43.8% | +38.2% | -1.3% |
| 1Y | -7.7% | -65.8% | +58.1% | +2.4% |
| 3Y | +33.2% | +59.4% | -26.2% | +17.6% |
| 5Y | -40.3% | -48.2% | +7.9% | -46.1% |
| All | -43.7% | -29.5% | -14.2% | -49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling