-37.7%
RBLX vs URI
+253.5%
-291.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +3.7% |
| 7D | +12.4% | -2.0% | +14.4% | +13.3% |
| 30D | +19.7% | -12.9% | +32.6% | +26.0% |
| 3M | -0.1% | -6.7% | +6.6% | +1.3% |
| 6M | -35.7% | +19.0% | -54.7% | -42.6% |
| YTD | -46.6% | +25.5% | -72.1% | -54.3% |
| 1Y | -66.6% | +5.5% | -72.2% | -69.1% |
| 3Y | +52.3% | +111.3% | -59.0% | -9.8% |
| 5Y | -47.7% | +198.6% | -246.3% | -76.8% |
| All | -37.7% | +253.5% | -291.2% | -74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling