+414.7%
SMH vs RBLX
-30.4%
+445.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | +1.4% | +8.1% | -6.7% | -0.1% |
| 30D | -2.2% | +23.9% | -26.1% | -6.1% |
| 3M | -1.9% | +8.1% | -10.0% | -5.1% |
| 6M | +41.0% | -23.7% | +64.7% | +44.1% |
| YTD | +55.6% | -44.6% | +100.2% | +67.9% |
| 1Y | +86.8% | -66.2% | +153.0% | +120.9% |
| 3Y | +277.7% | +54.7% | +222.9% | +220.6% |
| 5Y | +324.2% | -48.9% | +373.1% | +286.7% |
| All | +414.7% | -30.4% | +445.1% | +339.6% |
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