-5.9%
SLB vs BTG
+158.3%
-164.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.5% |
| 7D | -2.4% | -5.5% | +3.0% | -1.8% |
| 30D | +4.9% | +6.1% | -1.2% | +4.0% |
| 3M | +1.4% | +38.6% | -37.2% | -3.0% |
| 6M | +17.6% | +0.7% | +17.0% | +16.3% |
| YTD | +48.3% | +20.3% | +28.0% | +42.9% |
| 1Y | +58.7% | +25.0% | +33.6% | +51.4% |
| 3Y | +0.6% | +97.3% | -96.8% | -11.3% |
| 5Y | +133.6% | +78.3% | +55.2% | +107.8% |
| All | -5.9% | +158.3% | -164.2% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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