-66.6%
RBLX vs IEF
-0.2%
-66.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.4% | +4.4% |
| 7D | +12.4% | -0.3% | +12.7% | +13.1% |
| 30D | +19.7% | -0.8% | +20.5% | +21.6% |
| 3M | -0.1% | -1.0% | +0.9% | +1.8% |
| 6M | -35.7% | -2.8% | -33.0% | -35.0% |
| YTD | -46.6% | -1.5% | -45.1% | -45.4% |
| 1Y | -66.6% | -0.4% | -66.2% | -65.6% |
| All | -66.6% | -0.2% | -66.4% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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