-46.3%
RBLX vs URI
+194.6%
-240.8%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | 0.0% |
| 7D | +12.6% | -6.0% | +18.6% | +15.1% |
| 30D | +6.4% | +4.6% | +1.8% | +4.5% |
| 3M | +38.2% | -2.7% | +40.9% | +39.1% |
| 6M | +22.1% | +18.4% | +3.8% | +11.4% |
| YTD | -36.8% | +37.4% | -74.2% | -48.4% |
| 1Y | -51.4% | +30.4% | -81.8% | -59.3% |
| 3Y | +33.2% | +147.9% | -114.7% | -30.9% |
| 5Y | -46.3% | +202.1% | -248.3% | -78.6% |
| All | -46.3% | +194.6% | -240.8% | -78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling