+611.3%
ADI vs SLB
-4.3%
+615.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +2.4% | +0.4% | +2.0% | +2.3% |
| 30D | -6.6% | +13.6% | -20.2% | -10.3% |
| 3M | -9.8% | +1.5% | -11.3% | -10.8% |
| 6M | +15.7% | +23.0% | -7.3% | +7.7% |
| YTD | +35.1% | +51.2% | -16.1% | +17.7% |
| 1Y | +47.7% | +63.5% | -15.8% | +25.2% |
| 3Y | +114.5% | +2.5% | +111.9% | +104.8% |
| 5Y | +141.2% | +139.2% | +2.1% | +67.7% |
| 10Y | +611.3% | -4.8% | +616.1% | +438.1% |
| All | +611.3% | -4.3% | +615.6% | +438.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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