-35.4%
RBLX vs URI
+246.3%
-281.7%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.9% | +4.7% | +2.3% |
| 7D | +8.1% | -0.5% | +8.6% | +8.3% |
| 30D | +23.9% | -13.4% | +37.3% | +30.6% |
| 3M | +8.1% | -6.2% | +14.4% | +9.2% |
| 6M | -23.7% | +28.0% | -51.7% | -34.3% |
| YTD | -44.6% | +23.0% | -67.6% | -52.3% |
| 1Y | -66.2% | +5.5% | -71.8% | -68.7% |
| 3Y | +54.7% | +119.2% | -64.5% | -10.8% |
| 5Y | -48.9% | +201.0% | -250.0% | -77.4% |
| All | -35.4% | +246.3% | -281.7% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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