-66.2%
RBLX vs IWD
+27.7%
-93.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | +8.1% | -2.3% | +10.5% | +10.3% |
| 30D | +23.9% | -1.8% | +25.7% | +25.7% |
| 3M | +8.1% | +8.0% | +0.1% | -0.8% |
| 6M | -23.7% | +17.0% | -40.7% | -37.2% |
| YTD | -44.6% | +21.3% | -65.9% | -54.9% |
| 1Y | -66.2% | +27.9% | -94.2% | -73.5% |
| All | -66.2% | +27.7% | -93.9% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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