+139.3%
SLB vs BTG
+75.0%
+64.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.7% | -0.4% |
| 7D | -1.9% | +2.4% | -4.3% | -2.3% |
| 30D | +7.8% | +9.5% | -1.7% | +6.0% |
| 3M | +2.7% | +38.5% | -35.8% | -3.7% |
| 6M | +22.2% | +5.6% | +16.5% | +19.5% |
| YTD | +51.1% | +23.9% | +27.2% | +42.1% |
| 1Y | +63.3% | +32.1% | +31.2% | +50.2% |
| 3Y | +2.4% | +103.2% | -100.8% | -18.4% |
| 5Y | +139.3% | +79.7% | +59.6% | +104.3% |
| All | +139.3% | +75.0% | +64.3% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling