+1,980.5%
NOW vs SLB
+11.0%
+1,969.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.7% | -2.2% | -5.3% |
| 7D | -6.7% | -7.7% | +1.1% | -5.3% |
| 30D | -25.8% | -0.7% | -25.1% | -25.8% |
| 3M | -12.7% | 0.0% | -12.7% | -12.9% |
| 6M | +11.2% | -10.4% | +21.7% | +12.7% |
| YTD | -33.2% | +31.5% | -64.6% | -37.3% |
| 1Y | -41.8% | +39.1% | -81.0% | -46.0% |
| 3Y | -15.7% | -5.7% | -9.9% | -17.3% |
| 5Y | -26.0% | +65.4% | -91.5% | -36.6% |
| 10Y | +515.1% | -15.6% | +530.6% | +516.6% |
| All | +1,980.5% | +11.0% | +1,969.5% | +1,839.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling