+32.7%
RBLX vs IWD
+84.7%
-52.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.8% |
| 7D | +7.9% | +1.7% | +6.2% | +6.0% |
| 30D | +3.9% | +3.2% | +0.6% | +0.9% |
| 3M | +44.7% | +2.3% | +42.4% | +41.9% |
| 6M | +23.8% | +12.9% | +10.8% | +9.5% |
| YTD | -36.5% | +26.2% | -62.8% | -50.1% |
| 1Y | -50.7% | +28.3% | -79.0% | -61.9% |
| All | +32.7% | +84.7% | -52.0% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling