+72.7%
SCHD vs RBLX
-29.5%
+102.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.3% |
| 7D | -2.0% | +5.1% | -7.0% | -2.2% |
| 30D | -0.4% | +28.0% | -28.4% | -1.5% |
| 3M | +5.7% | +4.6% | +1.1% | +5.1% |
| 6M | +11.9% | -24.7% | +36.5% | +12.5% |
| YTD | +26.4% | -43.8% | +70.3% | +28.6% |
| 1Y | +27.6% | -65.8% | +93.4% | +32.7% |
| 3Y | +54.9% | +59.4% | -4.4% | +47.5% |
| 5Y | +60.9% | -48.2% | +109.2% | +52.5% |
| All | +72.7% | -29.5% | +102.1% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBLX.
Daily Out/Under-Performance
Portfolio return minus RBLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBLX 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 RBLX 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