+417.4%
WDC vs BLK
+3.3%
+414.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +5.9% |
| 7D | +1.7% | -3.6% | +5.4% | +2.6% |
| 30D | -10.0% | -1.0% | -9.0% | -9.9% |
| 3M | -18.8% | +10.4% | -29.1% | -21.2% |
| 6M | +79.0% | +8.2% | +70.9% | +71.3% |
| YTD | +171.6% | +6.0% | +165.5% | +162.3% |
| 1Y | +417.4% | +3.3% | +414.0% | +401.7% |
| All | +417.4% | +3.3% | +414.1% | +401.7% |
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