+916.1%
WDC vs BLK
+32.0%
+884.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -4.1% |
| 7D | -4.3% | -3.3% | -1.0% | -2.3% |
| 30D | -1.5% | -6.5% | +5.0% | +2.6% |
| 3M | -15.5% | +6.7% | -22.2% | -20.6% |
| 6M | +66.5% | +14.7% | +51.7% | +48.3% |
| YTD | +159.9% | +2.5% | +157.3% | +149.3% |
| 1Y | +366.0% | -2.8% | +368.7% | +359.7% |
| 3Y | +1,285.8% | +65.9% | +1,220.0% | +800.7% |
| All | +916.1% | +32.0% | +884.1% | +658.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling