+640.7%
ADI vs SLB
-14.0%
+654.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | +13.4% | +2.6% | +10.8% | +12.6% |
| 30D | -1.3% | +4.4% | -5.7% | -2.5% |
| 3M | +6.8% | -2.7% | +9.5% | +7.5% |
| 6M | -1.9% | -7.5% | +5.6% | -0.2% |
| YTD | +52.3% | +34.8% | +17.4% | +37.3% |
| 1Y | +71.6% | +44.6% | +27.0% | +51.4% |
| 3Y | +148.9% | +3.2% | +145.7% | +138.4% |
| 5Y | +140.8% | +73.6% | +67.2% | +86.2% |
| All | +640.7% | -14.0% | +654.7% | +484.6% |
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