+135.9%
WMT vs RBLX
-48.0%
+183.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | 0.0% | +1.3% |
| 7D | 0.0% | +5.1% | -5.0% | -0.1% |
| 30D | -7.4% | +28.0% | -35.4% | -8.1% |
| 3M | -10.9% | +4.6% | -15.5% | -11.3% |
| 6M | -12.7% | -24.7% | +12.0% | -12.3% |
| YTD | -3.2% | -43.8% | +40.6% | -1.9% |
| 1Y | +5.3% | -65.8% | +71.0% | +8.8% |
| 3Y | +101.9% | +59.4% | +42.5% | +96.7% |
| All | +135.9% | -48.0% | +183.9% | +126.6% |
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 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