+275.1%
BLK vs TRI
+196.2%
+78.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.9% |
| 7D | -3.3% | -7.9% | +4.6% | +0.1% |
| 30D | -6.5% | -4.5% | -2.0% | -5.1% |
| 3M | +6.7% | +22.1% | -15.4% | -4.7% |
| 6M | +14.7% | -2.8% | +17.5% | +12.3% |
| YTD | +2.5% | -23.4% | +25.9% | +12.9% |
| 1Y | -2.8% | -41.5% | +38.8% | +25.4% |
| 3Y | +65.9% | -19.2% | +85.1% | +66.3% |
| 5Y | +33.0% | -9.4% | +42.4% | +20.9% |
| All | +275.1% | +196.2% | +78.9% | +80.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling