+1.4%
SLB vs EQT
+33.4%
-32.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | -1.9% | -2.0% | +0.2% | -1.3% |
| 30D | +7.8% | +1.0% | +6.8% | +7.4% |
| 3M | +2.7% | +4.0% | -1.3% | +1.3% |
| 6M | +22.2% | -11.7% | +33.8% | +26.1% |
| YTD | +51.1% | +2.8% | +48.3% | +49.0% |
| 1Y | +63.3% | +10.0% | +53.3% | +57.4% |
| All | +1.4% | +33.4% | -32.0% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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