+28.8%
RBLX vs QLD
+146.5%
-117.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.5% | -1.7% |
| 7D | +1.2% | +7.0% | -5.8% | -2.1% |
| 30D | +5.0% | -14.3% | +19.3% | +13.1% |
| 3M | +31.5% | -16.0% | +47.5% | +42.9% |
| 6M | +18.9% | -14.2% | +33.2% | +26.5% |
| YTD | -38.4% | +12.8% | -51.2% | -43.6% |
| 1Y | -50.7% | +14.1% | -64.8% | -55.2% |
| 3Y | +28.8% | +146.0% | -117.2% | -22.4% |
| All | +28.8% | +146.5% | -117.7% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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