+322.5%
BLK vs DOC
+23.6%
+298.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.4% |
| 7D | +0.2% | +1.0% | -0.9% | -0.2% |
| 30D | +13.1% | +8.1% | +5.0% | +9.6% |
| 3M | +7.3% | +0.9% | +6.4% | +6.7% |
| 6M | +14.6% | +6.3% | +8.3% | +11.2% |
| YTD | +16.5% | +33.8% | -17.3% | +2.0% |
| 1Y | +15.4% | +21.6% | -6.3% | +4.9% |
| 3Y | +97.2% | +53.4% | +43.8% | +60.7% |
| 5Y | +43.4% | -21.0% | +64.4% | +50.8% |
| 10Y | +322.5% | +22.5% | +300.0% | +295.0% |
| All | +322.5% | +23.6% | +298.9% | +295.0% |
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