-16.6%
SLB vs BEN
+70.4%
-87.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.3% | -5.4% | -2.5% |
| 7D | -3.7% | +12.2% | -15.9% | -9.8% |
| 30D | +2.9% | +12.1% | -9.2% | -3.8% |
| 3M | +0.2% | +7.3% | -7.1% | -4.2% |
| 6M | -4.4% | +17.9% | -22.3% | -13.8% |
| YTD | +33.4% | +55.4% | -22.0% | +2.3% |
| 1Y | +40.8% | +69.3% | -28.6% | +2.7% |
| 3Y | +3.2% | +82.8% | -79.6% | -31.4% |
| 5Y | +64.8% | +28.8% | +36.0% | +30.2% |
| 10Y | -16.6% | +53.9% | -70.4% | -50.6% |
| All | -16.6% | +70.4% | -87.0% | -50.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling