+12,790.5%
BLK vs GEN
+1,781.5%
+11,008.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -2.0% | -2.1% |
| 7D | -2.7% | -2.9% | +0.2% | -2.0% |
| 30D | -4.8% | +2.1% | -6.8% | -5.3% |
| 3M | +6.5% | +19.7% | -13.2% | +1.8% |
| 6M | +13.1% | +33.3% | -20.1% | +4.8% |
| YTD | +1.8% | +11.1% | -9.3% | -1.8% |
| 1Y | -1.0% | +3.0% | -4.0% | -2.8% |
| 3Y | +66.0% | +57.9% | +8.1% | +46.2% |
| 5Y | +31.2% | +20.6% | +10.6% | +21.3% |
| 10Y | +278.5% | +153.2% | +125.3% | +180.6% |
| All | +12,790.5% | +1,781.5% | +11,008.9% | +6,532.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling