+275.1%
BLK vs WU
-39.1%
+314.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -3.3% | -3.5% | +0.2% | -1.9% |
| 30D | -6.5% | -2.9% | -3.6% | -5.5% |
| 3M | +6.7% | -2.3% | +9.0% | +5.7% |
| 6M | +14.7% | -25.4% | +40.1% | +27.4% |
| YTD | +2.5% | -21.2% | +23.7% | +10.7% |
| 1Y | -2.8% | -8.9% | +6.1% | -2.6% |
| 3Y | +65.9% | -29.0% | +94.8% | +81.7% |
| 5Y | +33.0% | -50.7% | +83.7% | +70.4% |
| All | +275.1% | -39.1% | +314.2% | +322.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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