+61.6%
SLB vs DOW
+28.9%
+32.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -1.9% | -6.0% | +4.2% | -0.5% |
| 30D | +7.8% | -2.7% | +10.5% | +8.4% |
| 3M | +2.7% | -10.5% | +13.2% | +5.0% |
| 6M | +22.2% | -12.4% | +34.6% | +23.2% |
| YTD | +51.1% | +30.0% | +21.1% | +31.5% |
| All | +61.6% | +28.9% | +32.8% | +37.9% |
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