-0.5%
UNH vs RBLX
-48.0%
+47.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.7% | -2.4% |
| 7D | -4.5% | +5.1% | -9.6% | -4.6% |
| 30D | -6.5% | +28.0% | -34.6% | -6.9% |
| 3M | -6.0% | +4.6% | -10.6% | -6.2% |
| 6M | +33.7% | -24.7% | +58.3% | +34.0% |
| YTD | +16.4% | -43.8% | +60.2% | +17.0% |
| 1Y | +10.1% | -65.8% | +75.9% | +11.4% |
| 3Y | -16.3% | +59.4% | -75.7% | -19.1% |
| All | -0.5% | -48.0% | +47.5% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling