+246.2%
DIA vs SLB
-4.3%
+250.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +0.1% | +0.4% | -0.4% | -0.1% |
| 30D | -2.1% | +13.6% | -15.7% | -5.1% |
| 3M | +4.2% | +1.5% | +2.7% | +3.3% |
| 6M | +11.9% | +23.0% | -11.1% | +5.5% |
| YTD | +10.8% | +51.2% | -40.4% | -1.0% |
| 1Y | +17.5% | +63.5% | -46.0% | +2.7% |
| 3Y | +59.9% | +2.5% | +57.4% | +53.6% |
| 5Y | +64.1% | +139.2% | -75.0% | +19.9% |
| 10Y | +246.2% | -4.8% | +251.0% | +179.9% |
| All | +246.2% | -4.3% | +250.5% | +179.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling