+12,790.5%
BLK vs WCC
+2,497.7%
+10,292.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.8% |
| 7D | -2.7% | +6.8% | -9.5% | -4.5% |
| 30D | -4.8% | -3.0% | -1.7% | -4.2% |
| 3M | +6.5% | +0.2% | +6.3% | +5.4% |
| 6M | +13.2% | +33.2% | -20.0% | +2.6% |
| YTD | +1.8% | +45.8% | -44.0% | -10.3% |
| 1Y | -1.0% | +68.4% | -69.3% | -16.8% |
| 3Y | +66.0% | +131.1% | -65.2% | +21.7% |
| 5Y | +31.2% | +225.6% | -194.4% | -15.9% |
| 10Y | +278.5% | +534.2% | -255.7% | +82.3% |
| All | +12,790.5% | +2,497.7% | +10,292.7% | +4,406.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling