+32.8%
NET vs SLB
+68.3%
-35.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | -7.0% | +0.8% | -7.8% | -6.9% |
| 30D | -4.8% | +15.8% | -20.6% | -5.7% |
| 3M | +3.8% | -0.3% | +4.2% | +3.7% |
| 6M | +50.0% | +21.3% | +28.7% | +47.9% |
| YTD | +41.5% | +52.3% | -10.8% | +38.9% |
| 1Y | +32.8% | +63.6% | -30.8% | +25.8% |
| All | +32.8% | +68.3% | -35.5% | +25.8% |
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