-48.4%
RBLX vs URI
+215.5%
-264.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.2% |
| 7D | +8.0% | +5.0% | +3.0% | +6.0% |
| 30D | +20.2% | -9.4% | +29.6% | +24.7% |
| 3M | +3.5% | -5.8% | +9.3% | +4.6% |
| 6M | -28.9% | +25.8% | -54.8% | -38.4% |
| YTD | -45.1% | +27.9% | -72.9% | -53.6% |
| 1Y | -66.2% | +9.7% | -75.9% | -69.3% |
| 3Y | +53.5% | +128.0% | -74.5% | -16.3% |
| 5Y | -48.4% | +212.4% | -260.8% | -79.2% |
| All | -48.4% | +215.5% | -264.0% | -79.2% |
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