+18.9%
IWM vs RBLX
-53.0%
+72.0%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.5% | -7.0% | +0.9% |
| 7D | +1.0% | -7.5% | +8.4% | +1.3% |
| 30D | +0.2% | +10.6% | -10.4% | -0.6% |
| 3M | -5.6% | +33.3% | -38.9% | -7.7% |
| 6M | +2.7% | +3.7% | -0.9% | +1.3% |
| YTD | +16.2% | -39.1% | +55.3% | +19.5% |
| 1Y | +18.9% | -52.6% | +71.6% | +26.9% |
| All | +18.9% | -53.0% | +72.0% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling