+275.1%
BLK vs WEC
+146.6%
+128.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -3.3% | -0.6% | -2.7% | -3.1% |
| 30D | -6.5% | -2.6% | -3.9% | -5.6% |
| 3M | +6.7% | -6.0% | +12.8% | +9.1% |
| 6M | +14.7% | -5.4% | +20.2% | +16.7% |
| YTD | +2.5% | +2.5% | +0.1% | +0.8% |
| 1Y | -2.8% | -0.7% | -2.1% | -3.3% |
| 3Y | +65.9% | +38.7% | +27.1% | +41.3% |
| 5Y | +33.0% | +31.7% | +1.3% | +15.0% |
| All | +275.1% | +146.6% | +128.5% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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