+141.2%
ADI vs SLB
+132.5%
+8.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +0.4% | +0.8% | -0.4% | +0.2% |
| 30D | -3.8% | +15.8% | -19.6% | -7.5% |
| 3M | -15.3% | -0.3% | -14.9% | -15.5% |
| 6M | +6.7% | +21.3% | -14.7% | +0.9% |
| YTD | +34.8% | +52.3% | -17.5% | +19.8% |
| 1Y | +49.0% | +63.6% | -14.6% | +29.7% |
| 3Y | +108.1% | +3.8% | +104.3% | +93.9% |
| All | +141.2% | +132.5% | +8.7% | +96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling