+3.3%
BLK vs TRI
-38.3%
+41.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +0.2% |
| 7D | -3.6% | -0.5% | -3.1% | -3.6% |
| 30D | -1.0% | +7.9% | -8.9% | -1.8% |
| 3M | +10.4% | +24.1% | -13.7% | +7.8% |
| 6M | +8.2% | +3.8% | +4.3% | +8.1% |
| YTD | +6.0% | -16.9% | +22.9% | +12.7% |
| 1Y | +3.3% | -38.4% | +41.7% | +18.3% |
| All | +3.3% | -38.3% | +41.6% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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