+18,973.1%
WDC vs BLK
+12,905.6%
+6,067.5%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.2% | +2.2% |
| 7D | +7.5% | -2.7% | +10.1% | +8.9% |
| 30D | +10.1% | -4.8% | +14.8% | +12.5% |
| 3M | -6.8% | +6.5% | -13.3% | -10.9% |
| 6M | +84.1% | +13.2% | +71.0% | +70.6% |
| YTD | +180.3% | +1.8% | +178.5% | +173.8% |
| 1Y | +411.1% | -1.0% | +412.1% | +402.9% |
| 3Y | +1,375.0% | +66.0% | +1,309.0% | +1,010.2% |
| 5Y | +991.6% | +31.2% | +960.3% | +825.2% |
| 10Y | +1,309.1% | +278.5% | +1,030.6% | +624.1% |
| All | +18,973.1% | +12,905.6% | +6,067.5% | +3,254.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling