+65.9%
BLK vs WCC
+129.8%
-63.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.0% | +0.7% |
| 7D | -3.3% | +1.4% | -4.7% | -3.7% |
| 30D | -6.5% | -2.3% | -4.3% | -6.2% |
| 3M | +6.7% | +3.7% | +3.1% | +4.8% |
| 6M | +14.7% | +34.8% | -20.0% | +3.6% |
| YTD | +2.5% | +46.1% | -43.6% | -9.8% |
| 1Y | -2.8% | +62.7% | -65.5% | -17.4% |
| 3Y | +65.9% | +133.6% | -67.7% | +15.3% |
| All | +65.9% | +129.8% | -63.9% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling