-34.5%
RBLX vs PSX
+272.2%
-306.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +5.1% | +1.7% | +3.3% | +4.8% |
| 30D | +28.0% | +15.6% | +12.4% | +25.4% |
| 3M | +4.6% | +46.5% | -41.8% | -1.4% |
| 6M | -24.7% | +55.0% | -79.7% | -29.9% |
| YTD | -43.8% | +105.3% | -149.1% | -50.4% |
| 1Y | -65.8% | +101.6% | -167.4% | -69.7% |
| 3Y | +59.4% | +134.1% | -74.8% | +34.3% |
| 5Y | -48.2% | +368.7% | -416.9% | -59.1% |
| All | -34.5% | +272.2% | -306.7% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 10y: compounded portfolio wealth divided by compounded PSX 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…
10y analysis · Full analysis span regression · 6 months rolling