+275.1%
BLK vs GEN
+159.8%
+115.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.4% |
| 7D | -3.3% | -1.3% | -2.0% | -3.0% |
| 30D | -6.5% | +6.1% | -12.6% | -8.0% |
| 3M | +6.7% | +27.0% | -20.2% | 0.0% |
| 6M | +14.7% | +43.9% | -29.1% | +3.2% |
| YTD | +2.5% | +13.0% | -10.5% | -1.8% |
| 1Y | -2.8% | +4.0% | -6.8% | -4.9% |
| 3Y | +65.9% | +66.2% | -0.3% | +42.5% |
| 5Y | +33.0% | +23.2% | +9.8% | +20.5% |
| All | +275.1% | +159.8% | +115.2% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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