+46.2%
SLB vs BN
-3.9%
+50.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.1% | -7.1% | -2.8% |
| 7D | -4.1% | +12.0% | -16.1% | -7.4% |
| 30D | +2.5% | +17.0% | -14.5% | -2.5% |
| 3M | +2.0% | -3.2% | +5.2% | +3.5% |
| 6M | -6.3% | -3.9% | -2.5% | -5.1% |
| YTD | +36.5% | -5.6% | +42.1% | +37.3% |
| 1Y | +46.2% | -4.7% | +51.0% | +47.1% |
| All | +46.2% | -3.9% | +50.2% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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