+40.7%
SLB vs ACWI
+10.2%
+30.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -7.1% | -2.4% | -4.8% | -5.4% |
| 30D | +4.1% | -5.2% | +9.3% | +8.3% |
| 3M | -2.6% | -4.8% | +2.2% | +1.0% |
| 6M | -8.6% | -1.3% | -7.2% | -7.7% |
| YTD | +32.2% | +8.4% | +23.8% | +24.1% |
| 1Y | +40.7% | +11.0% | +29.6% | +30.4% |
| All | +40.7% | +10.2% | +30.5% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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