+113.2%
WDC vs BLK
+17.9%
+95.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.4% | -12.2% | -8.3% |
| 7D | -18.3% | +5.7% | -24.1% | -19.7% |
| 30D | -26.7% | +14.8% | -41.5% | -29.9% |
| 3M | -40.9% | +8.8% | -49.7% | -42.6% |
| 6M | -26.8% | +17.6% | -44.4% | -31.1% |
| YTD | +88.2% | +16.3% | +71.9% | +72.1% |
| 1Y | +113.2% | +18.0% | +95.2% | +94.9% |
| All | +113.2% | +17.9% | +95.3% | +94.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling