+276.2%
BLK vs IP
+20.7%
+255.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.0% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -3.1% | -11.2% | +8.1% | +1.8% |
| 3M | +10.7% | +12.3% | -1.6% | +4.0% |
| 6M | +15.9% | -5.2% | +21.1% | +16.0% |
| YTD | +4.0% | -4.0% | +8.0% | +2.7% |
| 1Y | +1.3% | -19.2% | +20.5% | +7.2% |
| 3Y | +69.6% | +20.3% | +49.2% | +39.5% |
| 5Y | +33.8% | -17.5% | +51.3% | +31.5% |
| 10Y | +276.2% | +21.2% | +255.0% | +176.6% |
| All | +276.2% | +20.7% | +255.5% | +176.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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