+114.3%
ADI vs SLB
+65.5%
+48.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -12.8% | -7.1% | -5.7% | -11.1% |
| 30D | -11.3% | +4.1% | -15.4% | -12.2% |
| 3M | -3.4% | -2.6% | -0.7% | -2.9% |
| 6M | -12.0% | -8.6% | -3.5% | -10.4% |
| YTD | +35.3% | +32.2% | +3.1% | +24.6% |
| 1Y | +58.1% | +40.7% | +17.4% | +43.1% |
| 3Y | +127.4% | -4.5% | +131.9% | +117.4% |
| All | +114.3% | +65.5% | +48.8% | +86.9% |
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