+3.3%
BLK vs NI
+1.4%
+1.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -3.6% | +2.0% | -5.6% | -3.9% |
| 30D | -1.0% | -3.5% | +2.5% | -0.4% |
| 3M | +10.4% | -9.1% | +19.5% | +11.8% |
| 6M | +8.2% | -11.8% | +20.0% | +10.3% |
| YTD | +6.0% | +1.1% | +4.9% | +3.6% |
| 1Y | +3.3% | +6.7% | -3.4% | +1.4% |
| All | +3.3% | +1.4% | +1.9% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling