+73.7%
SLB vs FLEX
+473.3%
-399.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.8% | -1.7% | +1.4% |
| 7D | -1.2% | +2.2% | -3.4% | -1.8% |
| 30D | +4.5% | -32.6% | +37.1% | +11.5% |
| 3M | -4.6% | -35.5% | +30.9% | +2.3% |
| 6M | -6.3% | -45.6% | +39.3% | +2.6% |
| YTD | +35.0% | +30.7% | +4.3% | +14.2% |
| 1Y | +38.8% | +28.4% | +10.4% | +17.6% |
| 3Y | +3.3% | +301.7% | -298.4% | -42.0% |
| All | +73.7% | +473.3% | -399.5% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling