+958.5%
SLB vs EQT
+3,007.4%
-2,048.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | +0.8% | +1.1% | -0.3% | +0.3% |
| 30D | +15.8% | +7.7% | +8.1% | +12.1% |
| 3M | -0.3% | +0.2% | -0.5% | -0.8% |
| 6M | +21.3% | -9.5% | +30.8% | +25.9% |
| YTD | +52.3% | +3.8% | +48.5% | +47.9% |
| 1Y | +63.6% | +7.8% | +55.8% | +55.3% |
| 3Y | +3.8% | +30.1% | -26.4% | -13.6% |
| 5Y | +128.6% | +188.6% | -60.0% | +23.3% |
| 10Y | -3.1% | +54.6% | -57.7% | -45.0% |
| All | +958.5% | +3,007.4% | -2,048.9% | +49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling