+275.1%
BLK vs NDAQ
+368.2%
-93.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.0% |
| 7D | -3.3% | -5.6% | +2.2% | +0.6% |
| 30D | -6.5% | -4.4% | -2.2% | -3.6% |
| 3M | +6.7% | +5.9% | +0.9% | +1.9% |
| 6M | +14.7% | +7.7% | +7.0% | +7.5% |
| YTD | +2.5% | -5.2% | +7.7% | +4.6% |
| 1Y | -2.8% | -3.4% | +0.6% | -2.5% |
| 3Y | +65.9% | +85.6% | -19.8% | +1.0% |
| 5Y | +33.0% | +49.5% | -16.5% | -6.4% |
| All | +275.1% | +368.2% | -93.2% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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