+297.5%
WBD vs BLK
+2,027.9%
-1,730.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.5% |
| 7D | -0.6% | -5.2% | +4.6% | +1.8% |
| 30D | +4.2% | -7.0% | +11.2% | +7.6% |
| 3M | +7.5% | +5.7% | +1.9% | +4.2% |
| 6M | +1.6% | +11.0% | -9.4% | -4.3% |
| YTD | -2.2% | +0.9% | -3.0% | -4.3% |
| 1Y | +124.9% | -1.6% | +126.5% | +122.0% |
| 3Y | +149.1% | +64.5% | +84.7% | +97.1% |
| 5Y | +7.8% | +30.9% | -23.0% | -6.2% |
| 10Y | +14.9% | +275.1% | -260.2% | -38.6% |
| All | +297.5% | +2,027.9% | -1,730.4% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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