+13,071.1%
BLK vs WEC
+2,109.1%
+10,962.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.4% |
| 7D | -2.4% | +0.8% | -3.2% | -2.8% |
| 30D | -3.1% | +0.3% | -3.5% | -3.3% |
| 3M | +10.7% | -2.9% | +13.6% | +11.9% |
| 6M | +15.9% | -5.9% | +21.8% | +18.6% |
| YTD | +4.0% | +4.1% | -0.1% | +1.1% |
| 1Y | +1.3% | +3.1% | -1.9% | -1.2% |
| 3Y | +69.6% | +40.8% | +28.8% | +39.4% |
| 5Y | +33.8% | +31.7% | +2.1% | +12.5% |
| 10Y | +276.2% | +141.1% | +135.1% | +119.9% |
| All | +13,071.1% | +2,109.1% | +10,962.0% | +2,974.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling