+283.1%
SLB vs AGI
+4,206.7%
-3,923.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | +3.5% | -10.1% | +13.6% | +4.7% |
| 30D | +6.5% | -6.5% | +13.0% | +7.1% |
| 3M | -0.2% | -12.8% | +12.6% | +0.9% |
| 6M | -5.7% | -34.3% | +28.6% | -2.0% |
| YTD | +36.8% | -25.6% | +62.4% | +39.4% |
| 1Y | +45.8% | -14.2% | +60.0% | +46.0% |
| 3Y | +3.4% | +127.3% | -123.9% | -8.6% |
| 5Y | +76.1% | +241.8% | -165.6% | +47.3% |
| 10Y | -13.0% | +381.8% | -394.8% | -34.5% |
| All | +283.1% | +4,206.7% | -3,923.6% | +137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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