+3.4%
SLB vs DAR
+33.7%
-30.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | +3.5% | +11.6% | -8.1% | +0.1% |
| 30D | +6.5% | -10.2% | +16.8% | +9.8% |
| 3M | -0.2% | -14.8% | +14.6% | +4.2% |
| 6M | -5.7% | -10.1% | +4.3% | -3.4% |
| YTD | +36.8% | +55.5% | -18.7% | +18.4% |
| 1Y | +45.8% | +61.7% | -15.9% | +24.4% |
| 3Y | +3.4% | +37.2% | -33.8% | -13.4% |
| All | +3.4% | +33.7% | -30.3% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling