-36.0%
RBLX vs USB
+21.6%
-57.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | +14.7% | 0.0% | +14.7% | +14.7% |
| 30D | +6.2% | +5.8% | +0.4% | +4.1% |
| 3M | +36.8% | -6.0% | +42.8% | +40.3% |
| 6M | +12.7% | +7.8% | +4.9% | +9.2% |
| YTD | -39.2% | +14.6% | -53.7% | -42.6% |
| 1Y | -51.3% | +31.8% | -83.1% | -56.8% |
| 3Y | +45.6% | +91.5% | -45.9% | +7.1% |
| All | -36.0% | +21.6% | -57.6% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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