+63.6%
SLB vs BEN
+42.6%
+21.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.8% |
| 7D | +0.8% | +0.2% | +0.6% | +0.8% |
| 30D | +15.8% | -0.5% | +16.4% | +15.9% |
| 3M | -0.3% | +9.7% | -10.1% | -3.5% |
| 6M | +21.3% | +33.9% | -12.6% | +9.5% |
| YTD | +52.3% | +49.0% | +3.3% | +32.9% |
| 1Y | +63.6% | +42.1% | +21.5% | +34.5% |
| All | +63.6% | +42.6% | +21.1% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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