+1,076.1%
BE vs SLB
+132.5%
+943.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.3% |
| 7D | +20.0% | +0.8% | +19.1% | +19.2% |
| 30D | +7.9% | +15.8% | -7.9% | +0.8% |
| 3M | -13.2% | -0.3% | -12.9% | -14.4% |
| 6M | +53.5% | +21.3% | +32.1% | +38.4% |
| YTD | +191.0% | +52.3% | +138.7% | +138.1% |
| 1Y | +360.5% | +63.6% | +296.9% | +263.8% |
| 3Y | +1,568.0% | +3.8% | +1,564.2% | +1,468.0% |
| All | +1,076.1% | +132.5% | +943.6% | +724.7% |
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