+65.4%
SLB vs ACWI
+55.1%
+10.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.8% | +0.1% | -0.2% |
| 7D | -7.7% | -4.0% | -3.7% | -4.3% |
| 30D | -0.7% | -5.8% | +5.1% | +4.8% |
| 3M | 0.0% | -5.0% | +5.0% | +4.7% |
| 6M | -10.4% | +0.7% | -11.1% | -11.4% |
| YTD | +31.5% | +8.4% | +23.0% | +21.3% |
| 1Y | +39.1% | +10.1% | +29.0% | +26.5% |
| 3Y | -5.7% | +70.8% | -76.5% | -41.9% |
| 5Y | +65.4% | +55.4% | +10.1% | +12.9% |
| All | +65.4% | +55.1% | +10.4% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling