-35.4%
RBLX vs U
-58.0%
+22.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.3% |
| 7D | +8.1% | 0.0% | +8.1% | +8.1% |
| 30D | +23.9% | -4.1% | +28.0% | +26.0% |
| 3M | +8.1% | +57.8% | -49.7% | -12.1% |
| 6M | -23.7% | +103.5% | -127.2% | -45.7% |
| YTD | -44.6% | -4.8% | -39.9% | -46.8% |
| 1Y | -66.2% | -2.4% | -63.8% | -68.9% |
| 3Y | +54.7% | +11.7% | +43.1% | +12.4% |
| 5Y | -48.9% | -68.9% | +19.9% | -25.5% |
| All | -35.4% | -58.0% | +22.6% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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