+318.3%
BLK vs DOC
+21.2%
+297.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +3.7% | -0.9% | +4.6% | +4.1% |
| 30D | +13.9% | +7.7% | +6.1% | +10.5% |
| 3M | +3.9% | -2.0% | +5.9% | +4.5% |
| 6M | +13.0% | +5.9% | +7.1% | +9.8% |
| YTD | +16.1% | +31.8% | -15.7% | +2.3% |
| 1Y | +16.8% | +22.5% | -5.8% | +5.9% |
| 3Y | +97.7% | +54.7% | +42.9% | +60.4% |
| 5Y | +42.1% | -21.3% | +63.4% | +49.8% |
| All | +318.3% | +21.2% | +297.1% | +293.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling