+808.8%
NOW vs SLB
-3.2%
+812.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -2.4% | +0.8% | -3.2% | -2.5% |
| 30D | +20.5% | +15.8% | +4.7% | +18.0% |
| 3M | +18.3% | -0.3% | +18.7% | +18.2% |
| 6M | +24.1% | +21.3% | +2.7% | +20.1% |
| YTD | -7.8% | +52.3% | -60.1% | -14.0% |
| 1Y | -21.4% | +63.6% | -85.0% | -27.6% |
| 3Y | +19.5% | +3.8% | +15.8% | +15.9% |
| 5Y | +4.1% | +128.6% | -124.6% | -11.7% |
| All | +808.8% | -3.2% | +812.0% | +762.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling