-48.9%
RBLX vs WELL
+207.6%
-256.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +8.1% | -2.2% | +10.4% | +8.9% |
| 30D | +23.9% | +4.7% | +19.2% | +21.9% |
| 3M | +8.1% | +11.9% | -3.8% | +3.6% |
| 6M | -23.7% | +14.3% | -38.0% | -27.9% |
| YTD | -44.6% | +28.4% | -73.0% | -50.2% |
| 1Y | -66.2% | +42.3% | -108.5% | -71.0% |
| 3Y | +54.7% | +202.6% | -147.9% | -9.0% |
| 5Y | -48.9% | +206.5% | -255.5% | -70.2% |
| All | -48.9% | +207.6% | -256.5% | -70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling