+59.4%
RBLX vs XHB
+23.1%
+36.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +0.9% |
| 7D | +5.1% | -4.6% | +9.7% | +6.6% |
| 30D | +28.0% | -9.1% | +37.2% | +31.9% |
| 3M | +4.6% | -8.6% | +13.2% | +7.4% |
| 6M | -24.7% | -4.0% | -20.6% | -24.0% |
| YTD | -43.8% | -3.9% | -39.9% | -43.3% |
| 1Y | -65.8% | -16.5% | -49.3% | -64.0% |
| 3Y | +59.4% | +22.6% | +36.8% | +33.2% |
| All | +59.4% | +23.1% | +36.3% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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