-35.5%
RBLX vs WELL
+273.7%
-309.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +3.0% | +3.4% |
| 7D | +10.2% | -1.3% | +11.5% | +10.6% |
| 30D | +18.6% | +0.5% | +18.1% | +18.3% |
| 3M | +6.0% | +19.1% | -13.1% | -0.2% |
| 6M | -29.5% | +17.0% | -46.4% | -33.6% |
| YTD | -44.7% | +29.2% | -73.9% | -49.8% |
| 1Y | -65.1% | +42.1% | -107.3% | -69.6% |
| 3Y | +54.5% | +204.5% | -150.1% | -3.7% |
| 5Y | -46.3% | +211.0% | -257.3% | -67.8% |
| All | -35.5% | +273.7% | -309.2% | -63.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling