+22.1%
UNH vs RBLX
-30.4%
+52.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.2% |
| 7D | -3.2% | +8.1% | -11.3% | -3.2% |
| 30D | -3.5% | +23.9% | -27.4% | -3.7% |
| 3M | -4.2% | +8.1% | -12.3% | -4.3% |
| 6M | +38.3% | -23.7% | +62.0% | +38.5% |
| YTD | +19.2% | -44.6% | +63.8% | +19.5% |
| 1Y | +15.0% | -66.2% | +81.2% | +15.6% |
| 3Y | -14.5% | +54.7% | -69.2% | -16.4% |
| 5Y | +4.6% | -48.9% | +53.5% | +1.2% |
| All | +22.1% | -30.4% | +52.5% | +21.6% |
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