+59.4%
RBLX vs SYY
+29.1%
+30.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.3% |
| 7D | +5.1% | +3.9% | +1.1% | +4.9% |
| 30D | +28.0% | -1.7% | +29.8% | +28.2% |
| 3M | +4.6% | +5.2% | -0.6% | +4.0% |
| 6M | -24.7% | -0.2% | -24.5% | -24.8% |
| YTD | -43.8% | +15.4% | -59.2% | -45.0% |
| 1Y | -65.8% | +5.6% | -71.4% | -66.1% |
| 3Y | +59.4% | +28.9% | +30.5% | +51.5% |
| All | +59.4% | +29.1% | +30.2% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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