-35.9%
RBLX vs WU
-57.6%
+21.6%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.4% |
| 7D | +8.0% | -4.9% | +13.0% | +9.5% |
| 30D | +20.2% | -1.3% | +21.4% | +20.5% |
| 3M | +3.5% | -3.6% | +7.1% | +5.8% |
| 6M | -28.9% | -24.3% | -4.6% | -24.1% |
| YTD | -45.1% | -21.1% | -24.0% | -42.0% |
| 1Y | -66.2% | -10.3% | -55.9% | -65.4% |
| 3Y | +53.5% | -28.4% | +81.8% | +62.3% |
| 5Y | -48.4% | -51.2% | +2.8% | -41.5% |
| All | -35.9% | -57.6% | +21.6% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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