+57.2%
RBLX vs WELL
+201.0%
-143.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +8.1% | -2.2% | +10.4% | +8.4% |
| 30D | +23.9% | +4.7% | +19.2% | +23.0% |
| 3M | +8.1% | +11.9% | -3.8% | +6.0% |
| 6M | -23.7% | +14.3% | -38.0% | -25.8% |
| YTD | -44.6% | +28.4% | -73.0% | -47.8% |
| 1Y | -66.2% | +42.3% | -108.5% | -69.1% |
| All | +57.2% | +201.0% | -143.8% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 3y: compounded portfolio wealth divided by compounded WELL 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…
3y analysis · Full analysis span regression · 6 months rolling