+44.6%
SLB vs DOW
+55.2%
-10.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.5% |
| 7D | +2.6% | +3.7% | -1.1% | +1.7% |
| 30D | +4.4% | +16.3% | -11.9% | +0.9% |
| 3M | -2.7% | +9.7% | -12.4% | -4.9% |
| 6M | -7.5% | -14.1% | +6.5% | -5.5% |
| YTD | +34.8% | +46.6% | -11.8% | +7.9% |
| 1Y | +44.6% | +56.8% | -12.2% | +13.3% |
| All | +44.6% | +55.2% | -10.6% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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