+44.6%
SLB vs BBWI
+1.2%
+43.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | 0.0% |
| 7D | +2.6% | -4.5% | +7.1% | +2.7% |
| 30D | +4.4% | +17.1% | -12.7% | +4.0% |
| 3M | -2.7% | +17.5% | -20.2% | -3.2% |
| 6M | -7.5% | +12.8% | -20.4% | -8.0% |
| YTD | +34.8% | +8.2% | +26.7% | +34.7% |
| 1Y | +44.6% | -1.8% | +46.4% | +45.0% |
| All | +44.6% | +1.2% | +43.4% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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