+45.8%
SLB vs BTG
+17.5%
+28.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +3.5% | -9.1% | +12.6% | +4.3% |
| 30D | +6.5% | -1.6% | +8.1% | +6.6% |
| 3M | -0.2% | -2.8% | +2.6% | -0.2% |
| 6M | -5.7% | -7.6% | +1.9% | -4.8% |
| YTD | +36.8% | +10.2% | +26.6% | +33.9% |
| 1Y | +45.8% | +21.3% | +24.5% | +39.9% |
| All | +45.8% | +17.5% | +28.3% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling