+122.7%
SLB vs BNY
+256.6%
-133.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | 0.0% | +0.1% |
| 7D | -2.5% | -1.3% | -1.2% | -1.8% |
| 30D | +7.1% | -0.2% | +7.3% | +7.1% |
| 3M | +0.6% | +14.9% | -14.3% | -7.7% |
| 6M | +17.6% | +40.0% | -22.4% | -4.3% |
| YTD | +48.5% | +42.0% | +6.5% | +19.2% |
| 1Y | +59.4% | +56.9% | +2.5% | +20.0% |
| 3Y | -0.4% | +289.9% | -290.2% | -57.2% |
| All | +122.7% | +256.6% | -133.9% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 5y: compounded portfolio wealth divided by compounded BNY 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…
5y analysis · Full analysis span regression · 6 months rolling