+1,285.8%
WDC vs BLK
+66.0%
+1,219.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.9% |
| 7D | -4.3% | -3.3% | -1.0% | -2.6% |
| 30D | -1.5% | -6.5% | +5.0% | +1.9% |
| 3M | -15.5% | +6.7% | -22.2% | -19.8% |
| 6M | +66.5% | +14.7% | +51.7% | +50.3% |
| YTD | +159.9% | +2.5% | +157.3% | +150.5% |
| 1Y | +366.0% | -2.8% | +368.7% | +360.3% |
| 3Y | +1,285.8% | +65.9% | +1,220.0% | +907.7% |
| All | +1,285.8% | +66.0% | +1,219.9% | +907.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling