+47.7%
ADI vs SLB
+62.0%
-14.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +2.4% | +0.4% | +2.0% | +2.3% |
| 30D | -6.6% | +13.6% | -20.2% | -9.3% |
| 3M | -9.8% | +1.5% | -11.3% | -9.8% |
| 6M | +15.7% | +23.0% | -7.3% | +10.5% |
| YTD | +35.1% | +51.2% | -16.1% | +24.3% |
| 1Y | +47.7% | +63.5% | -15.8% | +28.5% |
| All | +47.7% | +62.0% | -14.3% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling