+1,188.5%
WDC vs BLK
+283.5%
+905.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -4.2% |
| 7D | -4.3% | -3.3% | -1.0% | -2.1% |
| 30D | -1.5% | -6.5% | +5.0% | +3.0% |
| 3M | -15.5% | +6.7% | -22.2% | -21.0% |
| 6M | +66.5% | +14.7% | +51.7% | +47.2% |
| YTD | +159.9% | +2.5% | +157.3% | +148.6% |
| 1Y | +366.0% | -2.8% | +368.7% | +359.0% |
| 3Y | +1,285.8% | +65.9% | +1,220.0% | +791.7% |
| 5Y | +925.6% | +33.0% | +892.6% | +671.6% |
| All | +1,188.5% | +283.5% | +905.0% | +366.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling