+275.1%
BLK vs WCC
+541.6%
-266.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +0.4% |
| 7D | -3.3% | +1.5% | -4.8% | -3.8% |
| 30D | -6.5% | -2.1% | -4.4% | -6.2% |
| 3M | +6.7% | +3.8% | +2.9% | +4.3% |
| 6M | +14.7% | +35.0% | -20.2% | +1.9% |
| YTD | +2.5% | +46.4% | -43.8% | -11.6% |
| 1Y | -2.8% | +63.0% | -65.8% | -19.7% |
| 3Y | +65.9% | +133.9% | -68.1% | +14.3% |
| 5Y | +33.0% | +226.5% | -193.6% | -22.5% |
| All | +275.1% | +541.6% | -266.6% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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