+59.4%
RBLX vs NRG
+203.5%
-144.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.1% |
| 7D | +5.1% | -4.7% | +9.7% | +6.0% |
| 30D | +28.0% | -6.0% | +34.0% | +29.4% |
| 3M | +4.6% | -8.0% | +12.6% | +5.0% |
| 6M | -24.7% | -23.2% | -1.5% | -21.9% |
| YTD | -43.8% | -28.1% | -15.8% | -41.1% |
| 1Y | -65.8% | -27.3% | -38.5% | -64.1% |
| 3Y | +59.4% | +208.7% | -149.3% | +9.6% |
| All | +59.4% | +203.5% | -144.1% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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