+112.5%
NET vs SLB
+132.5%
-20.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | -7.0% | +0.8% | -7.8% | -7.1% |
| 30D | -4.8% | +15.8% | -20.6% | -7.7% |
| 3M | +3.8% | -0.3% | +4.2% | +3.6% |
| 6M | +50.0% | +21.3% | +28.7% | +43.2% |
| YTD | +41.5% | +52.3% | -10.8% | +28.2% |
| 1Y | +32.8% | +63.6% | -30.8% | +18.2% |
| 3Y | +335.9% | +3.8% | +332.1% | +314.3% |
| All | +112.5% | +132.5% | -20.1% | +101.9% |
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