+630.6%
ADI vs SLB
-15.8%
+646.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.9% | +7.6% | +8.3% |
| 7D | -4.4% | -3.7% | -0.7% | -3.2% |
| 30D | -2.8% | +2.9% | -5.8% | -3.6% |
| 3M | +1.5% | +0.2% | +1.3% | +1.2% |
| 6M | -4.7% | -4.4% | -0.3% | -4.1% |
| YTD | +46.8% | +33.4% | +13.4% | +32.8% |
| 1Y | +74.9% | +40.8% | +34.1% | +55.3% |
| 3Y | +147.4% | +3.2% | +144.3% | +137.1% |
| 5Y | +131.9% | +64.8% | +67.1% | +82.3% |
| 10Y | +630.6% | -16.6% | +647.1% | +477.4% |
| All | +630.6% | -15.8% | +646.4% | +477.4% |
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