+951.0%
SLB vs BNY
+8,076.8%
-7,125.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.2% |
| 7D | +0.4% | +1.5% | -1.0% | -0.1% |
| 30D | +13.6% | +3.3% | +10.3% | +12.1% |
| 3M | +1.5% | +15.3% | -13.8% | -4.3% |
| 6M | +23.0% | +42.5% | -19.4% | +6.7% |
| YTD | +51.2% | +42.0% | +9.2% | +31.1% |
| 1Y | +63.5% | +59.3% | +4.2% | +35.3% |
| 3Y | +2.5% | +291.2% | -288.7% | -40.3% |
| 5Y | +139.2% | +252.1% | -112.9% | +44.3% |
| 10Y | -4.8% | +407.1% | -411.9% | -48.4% |
| All | +951.0% | +8,076.8% | -7,125.8% | +195.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling