+3.4%
SLB vs AEIS
+148.8%
-145.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.0% | +5.5% | +2.3% |
| 7D | +3.5% | +11.5% | -8.0% | +0.9% |
| 30D | +6.5% | -15.8% | +22.3% | +9.6% |
| 3M | -0.2% | -33.3% | +33.1% | +7.5% |
| 6M | -5.7% | -35.2% | +29.5% | +0.2% |
| YTD | +36.8% | +5.0% | +31.8% | +23.8% |
| 1Y | +45.8% | +8.5% | +37.3% | +30.2% |
| 3Y | +3.4% | +152.9% | -149.5% | -31.1% |
| All | +3.4% | +148.8% | -145.4% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 3y: compounded portfolio wealth divided by compounded AEIS 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…
3y analysis · Full analysis span regression · 6 months rolling