-42.8%
INTU vs RBLX
-48.3%
+5.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -9.2% | +8.1% | -17.3% | -10.7% |
| 30D | -7.0% | +23.9% | -30.9% | -11.1% |
| 3M | +10.5% | +8.1% | +2.4% | +6.5% |
| 6M | -30.6% | -23.7% | -6.9% | -28.7% |
| YTD | -52.3% | -44.6% | -7.7% | -48.2% |
| 1Y | -51.8% | -66.2% | +14.4% | -42.2% |
| 3Y | -41.8% | +54.7% | -96.5% | -53.4% |
| 5Y | -42.8% | -48.9% | +6.1% | -48.9% |
| All | -42.8% | -48.3% | +5.4% | -48.9% |
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