+63.2%
BLK vs NDAQ
+85.5%
-22.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | +0.3% |
| 7D | -5.2% | -6.8% | +1.6% | -1.6% |
| 30D | -7.0% | -3.2% | -3.9% | -5.4% |
| 3M | +5.7% | +6.5% | -0.8% | +1.8% |
| 6M | +11.0% | +5.7% | +5.3% | +6.8% |
| YTD | +0.9% | -4.6% | +5.5% | +2.8% |
| 1Y | -1.6% | -1.6% | 0.0% | -1.8% |
| All | +63.2% | +85.5% | -22.3% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling