+282.9%
SMH vs RBLX
+55.8%
+227.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.2% |
| 7D | +0.3% | +5.1% | -4.8% | -0.6% |
| 30D | -2.8% | +28.0% | -30.8% | -7.0% |
| 3M | -6.7% | +4.6% | -11.3% | -9.4% |
| 6M | +41.8% | -24.7% | +66.4% | +45.7% |
| YTD | +57.9% | -43.8% | +101.7% | +71.7% |
| 1Y | +87.6% | -65.8% | +153.4% | +128.0% |
| 3Y | +282.9% | +59.4% | +223.6% | +207.9% |
| All | +282.9% | +55.8% | +227.1% | +207.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling