+55.9%
RBLX vs U
+11.2%
+44.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +8.0% | +4.4% | +3.7% | +6.8% |
| 30D | +20.2% | -1.3% | +21.5% | +20.4% |
| 3M | +3.5% | +49.6% | -46.0% | -6.9% |
| 6M | -28.9% | +100.2% | -129.1% | -41.0% |
| YTD | -45.1% | -3.7% | -41.4% | -46.9% |
| 1Y | -66.2% | -6.5% | -59.7% | -67.5% |
| All | +55.9% | +11.2% | +44.7% | +48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling